Evercore Wealth Management’s PIEDMONT NATURAL GAS CO INC(NC PNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,100
| Closed | -$426K | – | 1145 |
|
|
2016
Q3 | $426K | Hold |
7,100
| – | – | 0.02% | 264 |
|
|
2016
Q2 | $427K | Hold |
7,100
| – | – | 0.02% | 259 |
|
|
2016
Q1 | $425K | Sell |
7,100
-1,000
| -12% | -$59.9K | 0.02% | 261 |
|
|
2015
Q4 | $462K | Hold |
8,100
| – | – | 0.02% | 260 |
|
|
2015
Q3 | $324K | Buy |
8,100
+299
| +4% | +$12K | 0.02% | 317 |
|
|
2015
Q2 | $275K | Buy |
7,801
+301
| +4% | +$10.6K | 0.01% | 371 |
|
|
2015
Q1 | $277K | Sell |
7,500
-2,000
| -21% | -$73.9K | 0.01% | 366 |
|
|
2014
Q4 | $374K | Hold |
9,500
| – | – | 0.02% | 283 |
|
|
2014
Q3 | $319K | Hold |
9,500
| – | – | 0.02% | 331 |
|
|
2014
Q2 | $355K | Hold |
9,500
| – | – | 0.02% | 315 |
|
|
2014
Q1 | $335K | Sell |
9,500
-800
| -8% | -$28.2K | 0.02% | 305 |
|
|
2013
Q4 | $342K | Hold |
10,300
| – | – | 0.02% | 309 |
|
|
2013
Q3 | $338K | Hold |
10,300
| – | – | 0.02% | 330 |
|
|
2013
Q2 | $347K | Buy |
+10,300
| New | +$347K | 0.02% | 332 |
|