EWM
Evercore Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-531
| Closed | -$66K | – | 678 |
|
|
2017
Q4 | $66K | Sell |
531
-50
| -9% | -$6.22K | ﹤0.01% | 540 |
|
|
2017
Q3 | $61K | Hold |
581
| – | – | ﹤0.01% | 547 |
|
|
2017
Q2 | $54K | Sell |
581
-514
| -47% | -$47.8K | ﹤0.01% | 564 |
|
|
2017
Q1 | $92K | Sell |
1,095
-2,405
| -69% | -$202K | ﹤0.01% | 495 |
|
|
2016
Q4 | $289K | Sell |
3,500
-1,094
| -24% | -$90.3K | 0.01% | 313 |
|
|
2016
Q3 | $356K | Sell |
4,594
-178,250
| -97% | -$13.8M | 0.01% | 288 |
|
|
2016
Q2 | $14.9M | Sell |
182,844
-1,239
| -0.7% | -$101K | 0.66% | 46 |
|
|
2016
Q1 | $18.1M | Buy |
184,083
+19,155
| +12% | +$1.89M | 0.8% | 42 |
|
|
2015
Q4 | $14.2M | Sell |
164,928
-37,874
| -19% | -$3.26M | 0.66% | 47 |
|
|
2015
Q3 | $24.3M | Buy |
202,802
+12,615
| +7% | +$1.51M | 1.16% | 31 |
|
|
2015
Q2 | $28.2M | Buy |
190,187
+31,096
| +20% | +$4.6M | 1.27% | 29 |
|
|
2015
Q1 | $22.5M | Buy |
159,091
+8,752
| +6% | +$1.24M | 1.03% | 33 |
|
|
2014
Q4 | $22.7M | Buy |
150,339
+3,180
| +2% | +$481K | 1.13% | 34 |
|
|
2014
Q3 | $22M | Buy |
147,159
+593
| +0.4% | +$88.7K | 1.1% | 32 |
|
|
2014
Q2 | $19.1M | Buy |
146,566
+10,385
| +8% | +$1.35M | 0.99% | 39 |
|
|
2014
Q1 | $19M | Buy |
136,181
+5,101
| +4% | +$712K | 1.07% | 35 |
|
|
2013
Q4 | $19.1M | Buy |
131,080
+7,435
| +6% | +$1.08M | 1.05% | 30 |
|
|
2013
Q3 | $16M | Sell |
123,645
-3,100
| -2% | -$401K | 0.92% | 33 |
|
|
2013
Q2 | $12.1M | Buy |
+126,745
| New | +$12.1M | 0.68% | 47 |
|