Evercore Wealth Management’s Plantronics, Inc. POLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $475K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $675K | Hold |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $274K | Hold |
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|
2020
Q1 | $188K | Hold |
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|
2019
Q4 | $511K | Buy |
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|
2019
Q3 | $587K | Sell |
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|
2019
Q2 | $601K | Buy |
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|
2019
Q1 | $496K | Sell |
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|
2018
Q4 | $902K | Hold |
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|
2018
Q3 | $1.64M | Hold |
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|
2018
Q2 | $2.08M | Buy |
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|
2018
Q1 | $260K | Hold |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $190K | Hold |
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|
2017
Q2 | $225K | Hold |
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|
2017
Q1 | $233K | Hold |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $223K | Hold |
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|
2016
Q2 | $189K | Buy |
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|
2016
Q1 | $157K | Hold |
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|
2015
Q4 | $190K | Hold |
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|
2015
Q3 | $204K | Sell |
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|
2015
Q2 | $232K | Buy |
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|
2015
Q1 | $212K | Hold |
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|
2014
Q4 | $212K | Hold |
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|
2014
Q3 | $192K | Hold |
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|
2014
Q2 | $192K | Sell |
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|
2014
Q1 | $222K | Buy |
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