Evercore Wealth Management’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $651K | Sell |
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|
2019
Q4 | $1.26M | Hold |
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|
2019
Q3 | $963K | Hold |
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|
2019
Q2 | $931K | Hold |
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|
2019
Q1 | $908K | Hold |
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|
2018
Q4 | $894K | Hold |
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|
2018
Q3 | $990K | Hold |
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|
2018
Q2 | $1M | Hold |
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|
2018
Q1 | $960K | Hold |
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|
2017
Q4 | $952K | Hold |
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|
2017
Q3 | $960K | Hold |
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|
2017
Q2 | $1.01M | Hold |
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|
2017
Q1 | $966K | Hold |
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|
2016
Q4 | $887K | Hold |
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|
2016
Q3 | $901K | Hold |
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|
2016
Q2 | $876K | Hold |
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|
2016
Q1 | $826K | Hold |
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|
2015
Q4 | $875K | Hold |
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|
2015
Q3 | $917K | Sell |
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|
2015
Q2 | $1.15M | Sell |
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|
2015
Q1 | $1.11M | Hold |
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|
2014
Q4 | $1.11M | Hold |
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|
2014
Q3 | $1.17M | Sell |
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|
2014
Q2 | $2.6M | Sell |
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|
2014
Q1 | $3.16M | Buy |
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|
2013
Q4 | $3M | Hold |
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|
2013
Q3 | $3.03M | Hold |
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|
2013
Q2 | $3.14M | Buy |
|