EWM
LUX
Evercore Wealth Management’s Luxottica Group LUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,952
| Closed | -$136K | – | 1099 |
|
|
2015
Q3 | $136K | Hold |
1,952
| – | – | 0.01% | 447 |
|
|
2015
Q2 | $130K | Hold |
1,952
| – | – | 0.01% | 488 |
|
|
2015
Q1 | $122K | Sell |
1,952
-571
| -23% | -$35.7K | 0.01% | 500 |
|
|
2014
Q4 | $138K | Sell |
2,523
-741
| -23% | -$40.5K | 0.01% | 414 |
|
|
2014
Q3 | $170K | Hold |
3,264
| – | – | 0.01% | 426 |
|
|
2014
Q2 | $189K | Hold |
3,264
| – | – | 0.01% | 398 |
|
|
2014
Q1 | $188K | Buy |
+3,264
| New | +$188K | 0.01% | 387 |
|
|
2013
Q4 | – | Sell |
-75
| Closed | -$4K | – | 1022 |
|
|
2013
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 919 |
|