EWM
Evercore Wealth Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-180
| Closed | -$13K | – | 627 |
|
|
2017
Q4 | $13K | Hold |
180
| – | – | ﹤0.01% | 780 |
|
|
2017
Q3 | $12K | Hold |
180
| – | – | ﹤0.01% | 775 |
|
|
2017
Q2 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 809 |
|
|
2014
Q3 | – | Sell |
-110
| Closed | -$5K | – | 975 |
|
|
2014
Q2 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 908 |
|