EWM
Evercore Wealth Management’s MasTec MTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-538
| Closed | -$26K | – | 637 |
|
|
2017
Q4 | $26K | Hold |
538
| – | – | ﹤0.01% | 679 |
|
|
2017
Q3 | $25K | Hold |
538
| – | – | ﹤0.01% | 672 |
|
|
2017
Q2 | $24K | Sell |
538
-159
| -23% | -$7.09K | ﹤0.01% | 689 |
|
|
2017
Q1 | $28K | Buy |
697
+319
| +84% | +$12.8K | ﹤0.01% | 699 |
|
|
2016
Q4 | $14K | Sell |
378
-412
| -52% | -$15.3K | ﹤0.01% | 794 |
|
|
2016
Q3 | $23K | Buy |
790
+571
| +261% | +$16.6K | ﹤0.01% | 751 |
|
|
2016
Q2 | $5K | Hold |
219
| – | – | ﹤0.01% | 917 |
|
|
2016
Q1 | $4K | Hold |
219
| – | – | ﹤0.01% | 882 |
|
|
2015
Q4 | $4K | Hold |
219
| – | – | ﹤0.01% | 944 |
|
|
2015
Q3 | $3K | Sell |
219
-1,772
| -89% | -$24.3K | ﹤0.01% | 911 |
|
|
2015
Q2 | $39K | Buy |
1,991
+1,479
| +289% | +$29K | ﹤0.01% | 677 |
|
|
2015
Q1 | $10K | Buy |
512
+293
| +134% | +$5.72K | ﹤0.01% | 864 |
|
|
2014
Q4 | $5K | Sell |
219
-910
| -81% | -$20.8K | ﹤0.01% | 793 |
|
|
2014
Q3 | $34K | Sell |
1,129
-3,768
| -77% | -$113K | ﹤0.01% | 662 |
|
|
2014
Q2 | $150K | Sell |
4,897
-3,808
| -44% | -$117K | 0.01% | 440 |
|
|
2014
Q1 | $378K | Buy |
8,705
+3,389
| +64% | +$147K | 0.02% | 292 |
|
|
2013
Q4 | $174K | Sell |
5,316
-83,833
| -94% | -$2.74M | 0.01% | 383 |
|
|
2013
Q3 | $2.7M | Buy |
89,149
+10,800
| +14% | +$327K | 0.15% | 141 |
|
|
2013
Q2 | $2.58M | Buy |
+78,349
| New | +$2.58M | 0.15% | 140 |
|