Evercore Wealth Management’s Ovintiv OVV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,000
| Closed | -$67K | – | 666 |
|
2017
Q4 | $67K | Hold |
1,000
| – | – | ﹤0.01% | 536 |
|
2017
Q3 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 553 |
|
2017
Q2 | $44K | Sell |
1,000
-400
| -29% | -$17.6K | ﹤0.01% | 595 |
|
2017
Q1 | $82K | Hold |
1,400
| – | – | ﹤0.01% | 516 |
|
2016
Q4 | $82K | Hold |
1,400
| – | – | ﹤0.01% | 531 |
|
2016
Q3 | $73K | Hold |
1,400
| – | – | ﹤0.01% | 531 |
|
2016
Q2 | $55K | Sell |
1,400
-200
| -13% | -$7.86K | ﹤0.01% | 566 |
|
2016
Q1 | $49K | Hold |
1,600
| – | – | ﹤0.01% | 568 |
|
2015
Q4 | $41K | Buy |
1,600
+1,200
| +300% | +$30.8K | ﹤0.01% | 628 |
|
2015
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 809 |
|
2015
Q2 | $22K | Sell |
400
-46
| -10% | -$2.53K | ﹤0.01% | 777 |
|
2015
Q1 | $25K | Hold |
446
| – | – | ﹤0.01% | 748 |
|
2014
Q4 | $31K | Hold |
446
| – | – | ﹤0.01% | 607 |
|
2014
Q3 | $47K | Hold |
446
| – | – | ﹤0.01% | 620 |
|
2014
Q2 | $53K | Hold |
446
| – | – | ﹤0.01% | 605 |
|
2014
Q1 | $48K | Sell |
446
-55
| -11% | -$5.92K | ﹤0.01% | 603 |
|
2013
Q4 | $45K | Sell |
501
-43
| -8% | -$3.86K | ﹤0.01% | 575 |
|
2013
Q3 | $48K | Buy |
544
+43
| +9% | +$3.79K | ﹤0.01% | 573 |
|
2013
Q2 | $43K | Buy |
+501
| New | +$43K | ﹤0.01% | 583 |
|