EWM
Evercore Wealth Management’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,933
| Closed | -$141K | – | 379 |
|
|
2020
Q1 | $141K | Hold |
20,933
| – | – | ﹤0.01% | 349 |
|
|
2019
Q4 | $365K | Hold |
20,933
| – | – | 0.01% | 321 |
|
|
2019
Q3 | $337K | Buy |
+20,933
| New | +$337K | 0.01% | 316 |
|
|
2018
Q1 | – | Sell |
-2,800
| Closed | -$16K | – | 621 |
|
|
2017
Q4 | $16K | Hold |
2,800
| – | – | ﹤0.01% | 756 |
|
|
2017
Q3 | $17K | Hold |
2,800
| – | – | ﹤0.01% | 732 |
|
|
2017
Q2 | $18K | Hold |
2,800
| – | – | ﹤0.01% | 737 |
|
|
2017
Q1 | $18K | Hold |
2,800
| – | – | ﹤0.01% | 769 |
|
|
2016
Q4 | $16K | Hold |
2,800
| – | – | ﹤0.01% | 778 |
|
|
2016
Q3 | $16K | Hold |
2,800
| – | – | ﹤0.01% | 809 |
|
|
2016
Q2 | $16K | Hold |
2,800
| – | – | ﹤0.01% | 792 |
|
|
2016
Q1 | $16K | Hold |
2,800
| – | – | ﹤0.01% | 753 |
|
|
2015
Q4 | $15K | Hold |
2,800
| – | – | ﹤0.01% | 810 |
|
|
2015
Q3 | $15K | Hold |
2,800
| – | – | ﹤0.01% | 787 |
|
|
2015
Q2 | $20K | Hold |
2,800
| – | – | ﹤0.01% | 794 |
|
|
2015
Q1 | $21K | Hold |
2,800
| – | – | ﹤0.01% | 778 |
|
|
2014
Q4 | $21K | Hold |
2,800
| – | – | ﹤0.01% | 663 |
|
|
2014
Q3 | $23K | Hold |
2,800
| – | – | ﹤0.01% | 715 |
|
|
2014
Q2 | $24K | Hold |
2,800
| – | – | ﹤0.01% | 711 |
|
|
2014
Q1 | $23K | Hold |
2,800
| – | – | ﹤0.01% | 724 |
|
|
2013
Q4 | $24K | Hold |
2,800
| – | – | ﹤0.01% | 656 |
|
|
2013
Q3 | $23K | Hold |
2,800
| – | – | ﹤0.01% | 665 |
|
|
2013
Q2 | $22K | Buy |
+2,800
| New | +$22K | ﹤0.01% | 647 |
|