EWM
Evercore Wealth Management’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-180
| Closed | -$16K | – | 679 |
|
|
2017
Q4 | $16K | Hold |
180
| – | – | ﹤0.01% | 758 |
|
|
2017
Q3 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 783 |
|
|
2017
Q2 | – | Sell |
-216
| Closed | -$14K | – | 1025 |
|
|
2017
Q1 | $14K | Buy |
216
+212
| +5,300% | +$13.7K | ﹤0.01% | 799 |
|
|
2016
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1078 |
|