EWM
Evercore Wealth Management’s Oil States International OIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-165
| Closed | -$5K | – | 1019 |
|
|
2017
Q1 | $5K | Buy |
165
+124
| +302% | +$3.76K | ﹤0.01% | 882 |
|
|
2016
Q4 | $2K | Sell |
41
-363
| -90% | -$17.7K | ﹤0.01% | 950 |
|
|
2016
Q3 | $13K | Buy |
+404
| New | +$13K | ﹤0.01% | 840 |
|
|
2016
Q2 | – | Sell |
-275
| Closed | -$9K | – | 1034 |
|
|
2016
Q1 | $9K | Hold |
275
| – | – | ﹤0.01% | 816 |
|
|
2015
Q4 | $7K | Buy |
+275
| New | +$7K | ﹤0.01% | 890 |
|
|
2015
Q3 | – | Sell |
-453
| Closed | -$17K | – | 1031 |
|
|
2015
Q2 | $17K | Buy |
453
+378
| +504% | +$14.2K | ﹤0.01% | 825 |
|
|
2015
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 955 |
|
|
2014
Q3 | – | Sell |
-125
| Closed | -$8K | – | 981 |
|
|
2014
Q2 | $8K | Sell |
125
-63
| -34% | -$4.03K | ﹤0.01% | 863 |
|
|
2014
Q1 | $16K | Sell |
188
-143
| -43% | -$12.2K | ﹤0.01% | 771 |
|
|
2013
Q4 | $34K | Buy |
331
+256
| +341% | +$26.3K | ﹤0.01% | 611 |
|
|
2013
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 784 |
|
|
2013
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 746 |
|