EWM
Evercore Wealth Management’s MaxLinear MXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-665
| Closed | -$18K | – | 641 |
|
|
2017
Q4 | $18K | Hold |
665
| – | – | ﹤0.01% | 741 |
|
|
2017
Q3 | $16K | Hold |
665
| – | – | ﹤0.01% | 742 |
|
|
2017
Q2 | $19K | Hold |
665
| – | – | ﹤0.01% | 728 |
|
|
2017
Q1 | $19K | Buy |
665
+444
| +201% | +$12.7K | ﹤0.01% | 759 |
|
|
2016
Q4 | $5K | Sell |
221
-392
| -64% | -$8.87K | ﹤0.01% | 888 |
|
|
2016
Q3 | $12K | Buy |
+613
| New | +$12K | ﹤0.01% | 853 |
|
|
2015
Q3 | – | Sell |
-3,105
| Closed | -$38K | – | 1027 |
|
|
2015
Q2 | $38K | Buy |
3,105
+2,697
| +661% | +$33K | ﹤0.01% | 682 |
|
|
2015
Q1 | $3K | Buy |
+408
| New | +$3K | ﹤0.01% | 953 |
|