EWM
Evercore Wealth Management’s Vail Resorts MTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-879
| Closed | -$211K | – | 392 |
|
|
2019
Q4 | $211K | Buy |
+879
| New | +$211K | 0.01% | 384 |
|
|
2018
Q4 | – | Sell |
-730
| Closed | -$200K | – | 400 |
|
|
2018
Q3 | $200K | Hold |
730
| – | – | 0.01% | 410 |
|
|
2018
Q2 | $200K | Buy |
+730
| New | +$200K | 0.01% | 393 |
|
|
2018
Q1 | – | Sell |
-1,155
| Closed | -$245K | – | 636 |
|
|
2017
Q4 | $245K | Sell |
1,155
-175
| -13% | -$37.1K | 0.01% | 333 |
|
|
2017
Q3 | $303K | Hold |
1,330
| – | – | 0.01% | 313 |
|
|
2017
Q2 | $270K | Hold |
1,330
| – | – | 0.01% | 330 |
|
|
2017
Q1 | $255K | Hold |
1,330
| – | – | 0.01% | 333 |
|
|
2016
Q4 | $215K | Buy |
+1,330
| New | +$215K | 0.01% | 353 |
|