EWM
Evercore Wealth Management’s Mattel MAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-100
| Closed | -$2K | – | 611 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 888 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 880 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 938 |
|
|
2017
Q1 | $3K | Sell |
100
-37
| -27% | -$1.11K | ﹤0.01% | 927 |
|
|
2016
Q4 | $4K | Buy |
137
+37
| +37% | +$1.08K | ﹤0.01% | 905 |
|
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 979 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 980 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 904 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 965 |
|
|
2015
Q3 | $2K | Sell |
100
-4,246
| -98% | -$84.9K | ﹤0.01% | 928 |
|
|
2015
Q2 | $113K | Buy |
4,346
+3,027
| +229% | +$78.7K | 0.01% | 503 |
|
|
2015
Q1 | $30K | Buy |
1,319
+19
| +1% | +$432 | ﹤0.01% | 716 |
|
|
2014
Q4 | $40K | Hold |
1,300
| – | – | ﹤0.01% | 574 |
|
|
2014
Q3 | $40K | Sell |
1,300
-85
| -6% | -$2.62K | ﹤0.01% | 643 |
|
|
2014
Q2 | $54K | Sell |
1,385
-499
| -26% | -$19.5K | ﹤0.01% | 602 |
|
|
2014
Q1 | $74K | Buy |
1,884
+42
| +2% | +$1.65K | ﹤0.01% | 531 |
|
|
2013
Q4 | $88K | Buy |
1,842
+246
| +15% | +$11.8K | ﹤0.01% | 475 |
|
|
2013
Q3 | $67K | Buy |
1,596
+96
| +6% | +$4.03K | ﹤0.01% | 536 |
|
|
2013
Q2 | $68K | Buy |
+1,500
| New | +$68K | ﹤0.01% | 528 |
|