EWM
Evercore Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-50
| Closed | -$2K | – | 670 |
|
|
2017
Q4 | $2K | Sell |
50
-500
| -91% | -$20K | ﹤0.01% | 889 |
|
|
2017
Q3 | $28K | Hold |
550
| – | – | ﹤0.01% | 649 |
|
|
2017
Q2 | $29K | Hold |
550
| – | – | ﹤0.01% | 655 |
|
|
2017
Q1 | $31K | Sell |
550
-25
| -4% | -$1.41K | ﹤0.01% | 682 |
|
|
2016
Q4 | $30K | Sell |
575
-332
| -37% | -$17.3K | ﹤0.01% | 691 |
|
|
2016
Q3 | $44K | Hold |
907
| – | – | ﹤0.01% | 622 |
|
|
2016
Q2 | $50K | Sell |
907
-393
| -30% | -$21.7K | ﹤0.01% | 582 |
|
|
2016
Q1 | $69K | Buy |
1,300
+50
| +4% | +$2.65K | ﹤0.01% | 513 |
|
|
2015
Q4 | $64K | Buy |
+1,250
| New | +$64K | ﹤0.01% | 551 |
|