EWM
Evercore Wealth Management’s LCI Industries LCII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-200
| Closed | -$23K | – | 917 |
|
|
2017
Q3 | $23K | Sell |
200
-200
| -50% | -$23K | ﹤0.01% | 686 |
|
|
2017
Q2 | $41K | Hold |
400
| – | – | ﹤0.01% | 605 |
|
|
2017
Q1 | $40K | Buy |
+400
| New | +$40K | ﹤0.01% | 633 |
|
|
2016
Q4 | – | Sell |
-550
| Closed | -$54K | – | 1064 |
|
|
2016
Q3 | $54K | Sell |
550
-50
| -8% | -$4.91K | ﹤0.01% | 579 |
|
|
2016
Q2 | $51K | Hold |
600
| – | – | ﹤0.01% | 576 |
|
|
2016
Q1 | $39K | Hold |
600
| – | – | ﹤0.01% | 615 |
|
|
2015
Q4 | $37K | Buy |
+600
| New | +$37K | ﹤0.01% | 651 |
|