EWM
Evercore Wealth Management’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$214K | – | 394 |
|
|
2019
Q4 | $214K | Hold |
4,000
| – | – | 0.01% | 382 |
|
|
2019
Q3 | $226K | Hold |
4,000
| – | – | 0.01% | 370 |
|
|
2019
Q2 | $212K | Hold |
4,000
| – | – | 0.01% | 395 |
|
|
2019
Q1 | $222K | Buy |
+4,000
| New | +$222K | 0.01% | 383 |
|
|
2018
Q1 | – | Sell |
-4,000
| Closed | -$173K | – | 649 |
|
|
2017
Q4 | $173K | Hold |
4,000
| – | – | 0.01% | 384 |
|
|
2017
Q3 | $167K | Hold |
4,000
| – | – | 0.01% | 388 |
|
|
2017
Q2 | $156K | Hold |
4,000
| – | – | 0.01% | 398 |
|
|
2017
Q1 | $174K | Hold |
4,000
| – | – | 0.01% | 392 |
|
|
2016
Q4 | $177K | Hold |
4,000
| – | – | 0.01% | 394 |
|
|
2016
Q3 | $203K | Hold |
4,000
| – | – | 0.01% | 371 |
|
|
2016
Q2 | $207K | Hold |
4,000
| – | – | 0.01% | 354 |
|
|
2016
Q1 | $185K | Hold |
4,000
| – | – | 0.01% | 372 |
|
|
2015
Q4 | $160K | Hold |
4,000
| – | – | 0.01% | 410 |
|
|
2015
Q3 | $145K | Hold |
4,000
| – | – | 0.01% | 435 |
|
|
2015
Q2 | $140K | Hold |
4,000
| – | – | 0.01% | 478 |
|
|
2015
Q1 | $164K | Hold |
4,000
| – | – | 0.01% | 452 |
|
|
2014
Q4 | $157K | Hold |
4,000
| – | – | 0.01% | 395 |
|
|
2014
Q3 | $138K | Hold |
4,000
| – | – | 0.01% | 462 |
|
|
2014
Q2 | $149K | Hold |
4,000
| – | – | 0.01% | 443 |
|
|
2014
Q1 | $137K | Hold |
4,000
| – | – | 0.01% | 426 |
|
|
2013
Q4 | $121K | Hold |
4,000
| – | – | 0.01% | 427 |
|
|
2013
Q3 | $127K | Hold |
4,000
| – | – | 0.01% | 454 |
|
|
2013
Q2 | $138K | Buy |
+4,000
| New | +$138K | 0.01% | 443 |
|