EWM
Evercore Wealth Management’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-518
| Closed | -$9K | – | 1053 |
|
|
2015
Q3 | $9K | Hold |
518
| – | – | ﹤0.01% | 852 |
|
|
2015
Q2 | $10K | Sell |
518
-120
| -19% | -$2.32K | ﹤0.01% | 910 |
|
|
2015
Q1 | $13K | Buy |
638
+246
| +63% | +$5.01K | ﹤0.01% | 843 |
|
|
2014
Q4 | $7K | Hold |
392
| – | – | ﹤0.01% | 775 |
|
|
2014
Q3 | $8K | Buy |
392
+111
| +40% | +$2.27K | ﹤0.01% | 833 |
|
|
2014
Q2 | $6K | Buy |
+281
| New | +$6K | ﹤0.01% | 893 |
|
|
2014
Q1 | – | Sell |
-770
| Closed | -$18K | – | 916 |
|
|
2013
Q4 | $18K | Buy |
770
+550
| +250% | +$12.9K | ﹤0.01% | 696 |
|
|
2013
Q3 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 903 |
|