EWM
NATI
Evercore Wealth Management’s National Instruments Corp NATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,920
| Closed | -$426K | – | 429 |
|
|
2020
Q3 | $426K | Sell |
11,920
-8
| -0.1% | -$286 | 0.01% | 280 |
|
|
2020
Q2 | $462K | Sell |
11,928
-17
| -0.1% | -$658 | 0.01% | 270 |
|
|
2020
Q1 | $395K | Buy |
11,945
+45
| +0.4% | +$1.49K | 0.01% | 266 |
|
|
2019
Q4 | $504K | Hold |
11,900
| – | – | 0.01% | 277 |
|
|
2019
Q3 | $500K | Hold |
11,900
| – | – | 0.01% | 272 |
|
|
2019
Q2 | $500K | Hold |
11,900
| – | – | 0.02% | 275 |
|
|
2019
Q1 | $528K | Sell |
11,900
-166
| -1% | -$7.37K | 0.02% | 264 |
|
|
2018
Q4 | $548K | Hold |
12,066
| – | – | 0.02% | 246 |
|
|
2018
Q3 | $583K | Sell |
12,066
-159
| -1% | -$7.68K | 0.02% | 259 |
|
|
2018
Q2 | $513K | Buy |
+12,225
| New | +$513K | 0.02% | 267 |
|
|
2018
Q1 | – | Sell |
-12,437
| Closed | -$517K | – | 839 |
|
|
2017
Q4 | $517K | Buy |
12,437
+11,900
| +2,216% | +$495K | 0.02% | 254 |
|
|
2017
Q3 | $23K | Hold |
537
| – | – | ﹤0.01% | 693 |
|
|
2017
Q2 | $22K | Buy |
+537
| New | +$22K | ﹤0.01% | 703 |
|
|
2017
Q1 | – | Sell |
-16,286
| Closed | -$502K | – | 1048 |
|
|
2016
Q4 | $502K | Buy |
+16,286
| New | +$502K | 0.02% | 252 |
|
|
2014
Q3 | – | Sell |
-177
| Closed | -$6K | – | 1002 |
|
|
2014
Q2 | $6K | Buy |
+177
| New | +$6K | ﹤0.01% | 897 |
|