EWM
Evercore Wealth Management’s Petrobras PBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-800
| Closed | -$6K | – | 1028 |
|
|
2014
Q4 | $6K | Buy |
800
+450
| +129% | +$3.38K | ﹤0.01% | 782 |
|
|
2014
Q3 | $5K | Hold |
350
| – | – | ﹤0.01% | 868 |
|
|
2014
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 912 |
|
|
2014
Q1 | $5K | Sell |
350
-800
| -70% | -$11.4K | ﹤0.01% | 858 |
|
|
2013
Q4 | $16K | Sell |
1,150
-7,407
| -87% | -$103K | ﹤0.01% | 716 |
|
|
2013
Q3 | $133K | Buy |
8,557
+533
| +7% | +$8.28K | 0.01% | 443 |
|
|
2013
Q2 | $108K | Buy |
+8,024
| New | +$108K | 0.01% | 482 |
|