EWM
Evercore Wealth Management’s NewMarket NEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-25
| Closed | -$10K | – | 983 |
|
|
2015
Q4 | $10K | Hold |
25
| – | – | ﹤0.01% | 854 |
|
|
2015
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 850 |
|
|
2015
Q2 | $11K | Hold |
25
| – | – | ﹤0.01% | 887 |
|
|
2015
Q1 | $12K | Hold |
25
| – | – | ﹤0.01% | 850 |
|
|
2014
Q4 | $10K | Hold |
25
| – | – | ﹤0.01% | 743 |
|
|
2014
Q3 | $10K | Hold |
25
| – | – | ﹤0.01% | 818 |
|
|
2014
Q2 | $10K | Sell |
25
-25
| -50% | -$10K | ﹤0.01% | 838 |
|
|
2014
Q1 | $20K | Buy |
+50
| New | +$20K | ﹤0.01% | 741 |
|
|
2013
Q4 | – | Sell |
-3,560
| Closed | -$1.03M | – | 944 |
|
|
2013
Q3 | $1.03M | Sell |
3,560
-2,040
| -36% | -$587K | 0.06% | 212 |
|
|
2013
Q2 | $1.47M | Buy |
+5,600
| New | +$1.47M | 0.08% | 178 |
|