EWM
Evercore Wealth Management’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,368
| Closed | -$305K | – | 1045 |
|
|
2015
Q3 | $305K | Sell |
4,368
-41
| -0.9% | -$2.86K | 0.01% | 327 |
|
|
2015
Q2 | $285K | Buy |
4,409
+277
| +7% | +$17.9K | 0.01% | 365 |
|
|
2015
Q1 | $266K | Buy |
4,132
+969
| +31% | +$62.4K | 0.01% | 371 |
|
|
2014
Q4 | $223K | Sell |
3,163
-1,940
| -38% | -$137K | 0.01% | 344 |
|
|
2014
Q3 | $366K | Buy |
5,103
+113
| +2% | +$8.11K | 0.02% | 308 |
|
|
2014
Q2 | $371K | Buy |
4,990
+2,368
| +90% | +$176K | 0.02% | 307 |
|
|
2014
Q1 | $181K | Sell |
2,622
-100
| -4% | -$6.9K | 0.01% | 392 |
|
|
2013
Q4 | $178K | Buy |
2,722
+56
| +2% | +$3.66K | 0.01% | 381 |
|
|
2013
Q3 | $157K | Buy |
2,666
+84
| +3% | +$4.95K | 0.01% | 421 |
|
|
2013
Q2 | $146K | Buy |
+2,582
| New | +$146K | 0.01% | 438 |
|