EWM
Evercore Wealth Management’s Cheniere Energy LNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$27K | – | 604 |
|
|
2017
Q4 | $27K | Hold |
500
| – | – | ﹤0.01% | 672 |
|
|
2017
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 687 |
|
|
2017
Q2 | $24K | Sell |
500
-15,000
| -97% | -$720K | ﹤0.01% | 688 |
|
|
2017
Q1 | $733K | Hold |
15,500
| – | – | 0.03% | 214 |
|
|
2016
Q4 | $642K | Hold |
15,500
| – | – | 0.03% | 230 |
|
|
2016
Q3 | $676K | Hold |
15,500
| – | – | 0.03% | 214 |
|
|
2016
Q2 | $582K | Hold |
15,500
| – | – | 0.03% | 226 |
|
|
2016
Q1 | $524K | Hold |
15,500
| – | – | 0.02% | 233 |
|
|
2015
Q4 | $577K | Hold |
15,500
| – | – | 0.03% | 233 |
|
|
2015
Q3 | $749K | Hold |
15,500
| – | – | 0.04% | 208 |
|
|
2015
Q2 | $1.07M | Hold |
15,500
| – | – | 0.05% | 193 |
|
|
2015
Q1 | $1.2M | Buy |
15,500
+5,000
| +48% | +$387K | 0.06% | 175 |
|
|
2014
Q4 | $740K | Buy |
+10,500
| New | +$740K | 0.04% | 200 |
|