EWM
Evercore Wealth Management’s Martin Midstream Partners MMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$7K | – | 626 |
|
|
2017
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 831 |
|
|
2017
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 808 |
|
|
2017
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 834 |
|
|
2017
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 825 |
|
|
2016
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 835 |
|
|
2016
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 869 |
|
|
2016
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 830 |
|
|
2016
Q1 | $10K | Sell |
500
-1,744
| -78% | -$34.9K | ﹤0.01% | 808 |
|
|
2015
Q4 | $49K | Hold |
2,244
| – | – | ﹤0.01% | 600 |
|
|
2015
Q3 | $55K | Hold |
2,244
| – | – | ﹤0.01% | 571 |
|
|
2015
Q2 | $69K | Hold |
2,244
| – | – | ﹤0.01% | 582 |
|
|
2015
Q1 | $80K | Sell |
2,244
-531
| -19% | -$18.9K | ﹤0.01% | 564 |
|
|
2014
Q4 | $74K | Buy |
2,775
+2,275
| +455% | +$60.7K | ﹤0.01% | 501 |
|
|
2014
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 746 |
|
|
2014
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 729 |
|
|
2014
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 730 |
|
|
2013
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 678 |
|
|
2013
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 666 |
|
|
2013
Q2 | $22K | Buy |
+500
| New | +$22K | ﹤0.01% | 648 |
|