EWM
Evercore Wealth Management’s Main Street Capital MAIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,693
| Closed | -$237K | – | 426 |
|
|
2024
Q2 | $237K | Sell |
4,693
-546
| -10% | -$27.6K | ﹤0.01% | 368 |
|
|
2024
Q1 | $248K | Buy |
5,239
+96
| +2% | +$4.54K | ﹤0.01% | 371 |
|
|
2023
Q4 | $222K | Buy |
5,143
+143
| +3% | +$6.18K | ﹤0.01% | 398 |
|
|
2023
Q3 | $203K | Hold |
5,000
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $200K | Buy |
+5,000
| New | +$200K | ﹤0.01% | 394 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$213K | – | 417 |
|
|
2022
Q1 | $213K | Hold |
5,000
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $224K | Hold |
5,000
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $205K | Hold |
5,000
| – | – | ﹤0.01% | 408 |
|
|
2021
Q2 | $205K | Sell |
5,000
-7,029
| -58% | -$288K | ﹤0.01% | 415 |
|
|
2021
Q1 | $471K | Buy |
+12,029
| New | +$471K | 0.01% | 300 |
|
|
2020
Q4 | – | Sell |
-10,663
| Closed | -$315K | – | 427 |
|
|
2020
Q3 | $315K | Hold |
10,663
| – | – | 0.01% | 311 |
|
|
2020
Q2 | $332K | Hold |
10,663
| – | – | 0.01% | 297 |
|
|
2020
Q1 | $219K | Hold |
10,663
| – | – | 0.01% | 333 |
|
|
2019
Q4 | $460K | Hold |
10,663
| – | – | 0.01% | 285 |
|
|
2019
Q3 | $461K | Hold |
10,663
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $438K | Hold |
10,663
| – | – | 0.01% | 288 |
|
|
2019
Q1 | $397K | Buy |
+10,663
| New | +$397K | 0.01% | 296 |
|
|
2017
Q4 | – | Sell |
-700
| Closed | -$28K | – | 919 |
|
|
2017
Q3 | $28K | Buy |
+700
| New | +$28K | ﹤0.01% | 648 |
|