EWM
Evercore Wealth Management’s LXP Industrial Trust LXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-16,000
| Closed | -$160K | – | 1011 |
|
|
2017
Q1 | $160K | Hold |
16,000
| – | – | 0.01% | 403 |
|
|
2016
Q4 | $173K | Hold |
16,000
| – | – | 0.01% | 400 |
|
|
2016
Q3 | $165K | Sell |
16,000
-3,900
| -20% | -$40.2K | 0.01% | 413 |
|
|
2016
Q2 | $201K | Sell |
19,900
-8,000
| -29% | -$80.8K | 0.01% | 360 |
|
|
2016
Q1 | $240K | Hold |
27,900
| – | – | 0.01% | 325 |
|
|
2015
Q4 | $223K | Sell |
27,900
-4,300
| -13% | -$34.4K | 0.01% | 349 |
|
|
2015
Q3 | $261K | Sell |
32,200
-5,000
| -13% | -$40.5K | 0.01% | 348 |
|
|
2015
Q2 | $315K | Hold |
37,200
| – | – | 0.01% | 342 |
|
|
2015
Q1 | $365K | Sell |
37,200
-5,700
| -13% | -$55.9K | 0.02% | 321 |
|
|
2014
Q4 | $472K | Hold |
42,900
| – | – | 0.02% | 249 |
|
|
2014
Q3 | $420K | Hold |
42,900
| – | – | 0.02% | 289 |
|
|
2014
Q2 | $472K | Hold |
42,900
| – | – | 0.02% | 272 |
|
|
2014
Q1 | $468K | Hold |
42,900
| – | – | 0.03% | 265 |
|
|
2013
Q4 | $438K | Sell |
42,900
-700
| -2% | -$7.15K | 0.02% | 275 |
|
|
2013
Q3 | $489K | Hold |
43,600
| – | – | 0.03% | 278 |
|
|
2013
Q2 | $510K | Buy |
+43,600
| New | +$510K | 0.03% | 277 |
|