EWM
MSB
Evercore Wealth Management’s Mesabi Trust MSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$19K | – | 943 |
|
|
2014
Q3 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 747 |
|
|
2014
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 739 |
|
|
2014
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 735 |
|
|
2013
Q4 | $22K | Sell |
1,000
-1,400
| -58% | -$30.8K | ﹤0.01% | 667 |
|
|
2013
Q3 | $53K | Buy |
2,400
+400
| +20% | +$8.83K | ﹤0.01% | 566 |
|
|
2013
Q2 | $36K | Buy |
+2,000
| New | +$36K | ﹤0.01% | 605 |
|