EWM
Evercore Wealth Management’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$35K | – | 625 |
|
|
2017
Q4 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 632 |
|
|
2017
Q3 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 621 |
|
|
2017
Q2 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 647 |
|
|
2017
Q1 | $34K | Sell |
1,000
-500
| -33% | -$17K | ﹤0.01% | 666 |
|
|
2016
Q4 | $60K | Sell |
1,500
-584
| -28% | -$23.4K | ﹤0.01% | 570 |
|
|
2016
Q3 | $68K | Sell |
2,084
-376
| -15% | -$12.3K | ﹤0.01% | 545 |
|
|
2016
Q2 | $78K | Hold |
2,460
| – | – | ﹤0.01% | 502 |
|
|
2016
Q1 | $72K | Hold |
2,460
| – | – | ﹤0.01% | 507 |
|
|
2015
Q4 | $67K | Buy |
+2,460
| New | +$67K | ﹤0.01% | 543 |
|