Evercore Wealth Management’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,460
| Closed | -$161K | – | 1127 |
|
|
2015
Q1 | $161K | Hold |
2,460
| – | – | 0.01% | 457 |
|
|
2014
Q4 | $154K | Sell |
2,460
-1,944
| -44% | -$120K | 0.01% | 401 |
|
|
2014
Q3 | $264K | Sell |
4,404
-20
| -0.5% | -$1.21K | 0.01% | 354 |
|
|
2014
Q2 | $270K | Buy |
4,424
+1,964
| +80% | +$114K | 0.01% | 349 |
|
|
2014
Q1 | $135K | Sell |
2,460
-1,832
| -43% | -$92.1K | 0.01% | 429 |
|
|
2013
Q4 | $218K | Sell |
4,292
-775
| -15% | -$38.6K | 0.01% | 359 |
|
|
2013
Q3 | $227K | Hold |
5,067
| – | – | 0.01% | 387 |
|
|
2013
Q2 | $223K | Buy |
+5,067
| New | +$217K | 0.01% | 385 |
|