EWM
Evercore Wealth Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-887
| Closed | -$228K | – | 424 |
|
|
2021
Q2 | $228K | Sell |
887
-43
| -5% | -$11.1K | ﹤0.01% | 404 |
|
|
2021
Q1 | $209K | Hold |
930
| – | – | ﹤0.01% | 415 |
|
|
2020
Q4 | $215K | Buy |
+930
| New | +$215K | ﹤0.01% | 402 |
|
|
2018
Q1 | – | Sell |
-76
| Closed | -$7K | – | 629 |
|
|
2017
Q4 | $7K | Hold |
76
| – | – | ﹤0.01% | 832 |
|
|
2017
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 832 |
|
|
2017
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 882 |
|
|
2017
Q1 | $6K | Hold |
76
| – | – | ﹤0.01% | 870 |
|
|
2016
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 872 |
|
|
2016
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 920 |
|
|
2016
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 903 |
|
|
2016
Q1 | $7K | Sell |
76
-561
| -88% | -$51.7K | ﹤0.01% | 834 |
|
|
2015
Q4 | $51K | Hold |
637
| – | – | ﹤0.01% | 594 |
|
|
2015
Q3 | $52K | Hold |
637
| – | – | ﹤0.01% | 581 |
|
|
2015
Q2 | $52K | Hold |
637
| – | – | ﹤0.01% | 629 |
|
|
2015
Q1 | $47K | Sell |
637
-107
| -14% | -$7.9K | ﹤0.01% | 636 |
|
|
2014
Q4 | $48K | Sell |
744
-1,499
| -67% | -$96.7K | ﹤0.01% | 556 |
|
|
2014
Q3 | $152K | Buy |
2,243
+633
| +39% | +$42.9K | 0.01% | 446 |
|
|
2014
Q2 | $115K | Sell |
1,610
-86
| -5% | -$6.14K | 0.01% | 487 |
|
|
2014
Q1 | $133K | Buy |
1,696
+251
| +17% | +$19.7K | 0.01% | 432 |
|
|
2013
Q4 | $111K | Sell |
1,445
-420
| -23% | -$32.3K | 0.01% | 442 |
|
|
2013
Q3 | $147K | Hold |
1,865
| – | – | 0.01% | 426 |
|
|
2013
Q2 | $144K | Buy |
+1,865
| New | +$144K | 0.01% | 440 |
|