EWM
Evercore Wealth Management’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,661
| Closed | -$219K | – | 409 |
|
|
2018
Q4 | $219K | Buy |
3,661
+61
| +2% | +$3.65K | 0.01% | 350 |
|
|
2018
Q3 | $309K | Hold |
3,600
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $283K | Buy |
+3,600
| New | +$283K | 0.01% | 339 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$6K | – | 654 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 846 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 854 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 908 |
|
|
2017
Q1 | $4K | Sell |
100
-32
| -24% | -$1.28K | ﹤0.01% | 901 |
|
|
2016
Q4 | $5K | Sell |
132
-704
| -84% | -$26.7K | ﹤0.01% | 889 |
|
|
2016
Q3 | $30K | Hold |
836
| – | – | ﹤0.01% | 708 |
|
|
2016
Q2 | $20K | Hold |
836
| – | – | ﹤0.01% | 757 |
|
|
2016
Q1 | $23K | Hold |
836
| – | – | ﹤0.01% | 698 |
|
|
2015
Q4 | $23K | Buy |
836
+736
| +736% | +$20.2K | ﹤0.01% | 741 |
|
|
2015
Q3 | $3K | Sell |
100
-1,700
| -94% | -$51K | ﹤0.01% | 912 |
|
|
2015
Q2 | $56K | Buy |
1,800
+1,500
| +500% | +$46.7K | ﹤0.01% | 619 |
|
|
2015
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 851 |
|
|
2014
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 727 |
|
|
2014
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 804 |
|
|
2014
Q2 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 813 |
|
|
2013
Q4 | – | Sell |
-55
| Closed | -$2K | – | 948 |
|
|
2013
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 960 |
|