EWM
Evercore Wealth Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$171K | – | 635 |
|
|
2017
Q4 | $171K | Hold |
1,000
| – | – | 0.01% | 385 |
|
|
2017
Q3 | $161K | Hold |
1,000
| – | – | 0.01% | 392 |
|
|
2017
Q2 | $162K | Hold |
1,000
| – | – | 0.01% | 394 |
|
|
2017
Q1 | $155K | Sell |
1,000
-359
| -26% | -$55.6K | 0.01% | 410 |
|
|
2016
Q4 | $212K | Buy |
1,359
+8
| +0.6% | +$1.25K | 0.01% | 357 |
|
|
2016
Q3 | $157K | Hold |
1,351
| – | – | 0.01% | 420 |
|
|
2016
Q2 | $159K | Hold |
1,351
| – | – | 0.01% | 396 |
|
|
2016
Q1 | $150K | Sell |
1,351
-1,239
| -48% | -$138K | 0.01% | 402 |
|
|
2015
Q4 | $314K | Buy |
2,590
+1,239
| +92% | +$150K | 0.01% | 310 |
|
|
2015
Q3 | $165K | Hold |
1,351
| – | – | 0.01% | 412 |
|
|
2015
Q2 | $169K | Hold |
1,351
| – | – | 0.01% | 448 |
|
|
2015
Q1 | $172K | Buy |
1,351
+351
| +35% | +$44.7K | 0.01% | 445 |
|
|
2014
Q4 | $126K | Hold |
1,000
| – | – | 0.01% | 425 |
|
|
2014
Q3 | $123K | Sell |
1,000
-169
| -14% | -$20.8K | 0.01% | 477 |
|
|
2014
Q2 | $145K | Buy |
1,169
+169
| +17% | +$21K | 0.01% | 446 |
|
|
2014
Q1 | $121K | Hold |
1,000
| – | – | 0.01% | 452 |
|
|
2013
Q4 | $116K | Sell |
1,000
-97
| -9% | -$11.3K | 0.01% | 436 |
|
|
2013
Q3 | $123K | Buy |
1,097
+97
| +10% | +$10.9K | 0.01% | 459 |
|
|
2013
Q2 | $112K | Buy |
+1,000
| New | +$112K | 0.01% | 477 |
|