EWM
Evercore Wealth Management’s Oceaneering OII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$3K | – | 925 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 870 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 939 |
|
|
2017
Q1 | $3K | Sell |
100
-56
| -36% | -$1.68K | ﹤0.01% | 932 |
|
|
2016
Q4 | $5K | Hold |
156
| – | – | ﹤0.01% | 890 |
|
|
2016
Q3 | $5K | Hold |
156
| – | – | ﹤0.01% | 936 |
|
|
2016
Q2 | $5K | Hold |
156
| – | – | ﹤0.01% | 922 |
|
|
2016
Q1 | $5K | Hold |
156
| – | – | ﹤0.01% | 860 |
|
|
2015
Q4 | $6K | Sell |
156
-191
| -55% | -$7.35K | ﹤0.01% | 900 |
|
|
2015
Q3 | $14K | Hold |
347
| – | – | ﹤0.01% | 799 |
|
|
2015
Q2 | $17K | Hold |
347
| – | – | ﹤0.01% | 824 |
|
|
2015
Q1 | $18K | Sell |
347
-1,246
| -78% | -$64.6K | ﹤0.01% | 800 |
|
|
2014
Q4 | $93K | Hold |
1,593
| – | – | ﹤0.01% | 475 |
|
|
2014
Q3 | $105K | Hold |
1,593
| – | – | 0.01% | 507 |
|
|
2014
Q2 | $124K | Hold |
1,593
| – | – | 0.01% | 475 |
|
|
2014
Q1 | $115K | Sell |
1,593
-356
| -18% | -$25.7K | 0.01% | 463 |
|
|
2013
Q4 | $153K | Buy |
1,949
+150
| +8% | +$11.8K | 0.01% | 397 |
|
|
2013
Q3 | $146K | Hold |
1,799
| – | – | 0.01% | 429 |
|
|
2013
Q2 | $130K | Buy |
+1,799
| New | +$130K | 0.01% | 454 |
|