Evercore Wealth Management’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-892
| Closed | -$158K | – | 595 |
|
|
2017
Q4 | $158K | Sell |
892
-17
| -2% | -$3.01K | 0.01% | 397 |
|
|
2017
Q3 | $157K | Sell |
909
-27
| -3% | -$4.66K | 0.01% | 395 |
|
|
2017
Q2 | $133K | Hold |
936
| – | – | 0.01% | 418 |
|
|
2017
Q1 | $133K | Buy |
936
+46
| +5% | +$6.54K | 0.01% | 429 |
|
|
2016
Q4 | $118K | Sell |
890
-863
| -49% | -$114K | ﹤0.01% | 462 |
|
|
2016
Q3 | $212K | Buy |
1,753
+199
| +13% | +$24.1K | 0.01% | 362 |
|
|
2016
Q2 | $158K | Buy |
1,554
+547
| +54% | +$55.6K | 0.01% | 400 |
|
|
2016
Q1 | $112K | Buy |
1,007
+218
| +28% | +$24.2K | ﹤0.01% | 436 |
|
|
2015
Q4 | $97K | Buy |
789
+200
| +34% | +$24.6K | ﹤0.01% | 478 |
|
|
2015
Q3 | $64K | Buy |
589
+64
| +12% | +$6.95K | ﹤0.01% | 551 |
|
|
2015
Q2 | $59K | Sell |
525
-95
| -15% | -$10.7K | ﹤0.01% | 609 |
|
|
2015
Q1 | $70K | Hold |
620
| – | – | ﹤0.01% | 581 |
|
|
2014
Q4 | $61K | Sell |
620
-41
| -6% | -$4.03K | ﹤0.01% | 532 |
|
|
2014
Q3 | $58K | Hold |
661
| – | – | ﹤0.01% | 592 |
|
|
2014
Q2 | $58K | Buy |
661
+136
| +26% | +$11.9K | ﹤0.01% | 593 |
|
|
2014
Q1 | $45K | Hold |
525
| – | – | ﹤0.01% | 612 |
|
|
2013
Q4 | $42K | Hold |
525
| – | – | ﹤0.01% | 585 |
|
|
2013
Q3 | $37K | Hold |
525
| – | – | ﹤0.01% | 603 |
|
|
2013
Q2 | $31K | Buy |
+525
| New | +$31K | ﹤0.01% | 618 |
|