EWM
Evercore Wealth Management’s Protolabs PRLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-65
| Closed | -$7K | – | 687 |
|
|
2017
Q4 | $7K | Hold |
65
| – | – | ﹤0.01% | 836 |
|
|
2017
Q3 | $5K | Sell |
65
-151
| -70% | -$11.6K | ﹤0.01% | 844 |
|
|
2017
Q2 | $15K | Buy |
+216
| New | +$15K | ﹤0.01% | 760 |
|
|
2015
Q2 | – | Sell |
-10,000
| Closed | -$700K | – | 1087 |
|
|
2015
Q1 | $700K | Hold |
10,000
| – | – | 0.03% | 229 |
|
|
2014
Q4 | $672K | Hold |
10,000
| – | – | 0.03% | 204 |
|
|
2014
Q3 | $690K | Sell |
10,000
-10,036
| -50% | -$692K | 0.03% | 225 |
|
|
2014
Q2 | $1.64M | Buy |
20,036
+36
| +0.2% | +$2.95K | 0.08% | 146 |
|
|
2014
Q1 | $1.35M | Buy |
+20,000
| New | +$1.35M | 0.08% | 160 |
|