EWM
POPE
Evercore Wealth Management’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-7,750
| Closed | -$651K | – | 391 |
|
2020
Q1 | $651K | Sell |
7,750
-5,900
| -43% | -$496K | 0.02% | 213 |
|
2019
Q4 | $1.26M | Hold |
13,650
| – | – | 0.03% | 189 |
|
2019
Q3 | $963K | Hold |
13,650
| – | – | 0.03% | 208 |
|
2019
Q2 | $931K | Hold |
13,650
| – | – | 0.03% | 213 |
|
2019
Q1 | $908K | Hold |
13,650
| – | – | 0.03% | 208 |
|
2018
Q4 | $894K | Hold |
13,650
| – | – | 0.03% | 188 |
|
2018
Q3 | $990K | Hold |
13,650
| – | – | 0.03% | 198 |
|
2018
Q2 | $1M | Hold |
13,650
| – | – | 0.03% | 200 |
|
2018
Q1 | $960K | Hold |
13,650
| – | – | 0.04% | 187 |
|
2017
Q4 | $952K | Hold |
13,650
| – | – | 0.04% | 194 |
|
2017
Q3 | $960K | Hold |
13,650
| – | – | 0.04% | 180 |
|
2017
Q2 | $1.01M | Hold |
13,650
| – | – | 0.04% | 175 |
|
2017
Q1 | $966K | Hold |
13,650
| – | – | 0.04% | 181 |
|
2016
Q4 | $887K | Hold |
13,650
| – | – | 0.04% | 188 |
|
2016
Q3 | $901K | Hold |
13,650
| – | – | 0.04% | 188 |
|
2016
Q2 | $876K | Hold |
13,650
| – | – | 0.04% | 186 |
|
2016
Q1 | $826K | Hold |
13,650
| – | – | 0.04% | 193 |
|
2015
Q4 | $875K | Hold |
13,650
| – | – | 0.04% | 194 |
|
2015
Q3 | $917K | Sell |
13,650
-3,150
| -19% | -$212K | 0.04% | 189 |
|
2015
Q2 | $1.15M | Sell |
16,800
-700
| -4% | -$47.9K | 0.05% | 185 |
|
2015
Q1 | $1.11M | Hold |
17,500
| – | – | 0.05% | 182 |
|
2014
Q4 | $1.12M | Hold |
17,500
| – | – | 0.06% | 162 |
|
2014
Q3 | $1.17M | Sell |
17,500
-20,558
| -54% | -$1.38M | 0.06% | 175 |
|
2014
Q2 | $2.6M | Sell |
38,058
-7,742
| -17% | -$529K | 0.13% | 123 |
|
2014
Q1 | $3.16M | Buy |
45,800
+1,000
| +2% | +$69K | 0.18% | 111 |
|
2013
Q4 | $3M | Hold |
44,800
| – | – | 0.16% | 118 |
|
2013
Q3 | $3.03M | Hold |
44,800
| – | – | 0.17% | 132 |
|
2013
Q2 | $3.14M | Buy |
+44,800
| New | +$3.14M | 0.18% | 128 |
|