EWM
Evercore Wealth Management’s RH RH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-150
| Closed | -$13K | – | 695 |
|
|
2017
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 781 |
|
|
2017
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 784 |
|
|
2017
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 821 |
|
|
2017
Q1 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 858 |
|
|
2016
Q4 | – | Sell |
-370
| Closed | -$13K | – | 1083 |
|
|
2016
Q3 | $13K | Sell |
370
-300
| -45% | -$10.5K | ﹤0.01% | 843 |
|
|
2016
Q2 | $19K | Hold |
670
| – | – | ﹤0.01% | 766 |
|
|
2016
Q1 | $28K | Sell |
670
-1,000
| -60% | -$41.8K | ﹤0.01% | 673 |
|
|
2015
Q4 | $133K | Hold |
1,670
| – | – | 0.01% | 443 |
|
|
2015
Q3 | $156K | Hold |
1,670
| – | – | 0.01% | 424 |
|
|
2015
Q2 | $163K | Buy |
1,670
+370
| +28% | +$36.1K | 0.01% | 455 |
|
|
2015
Q1 | $129K | Hold |
1,300
| – | – | 0.01% | 491 |
|
|
2014
Q4 | $125K | Sell |
1,300
-300
| -19% | -$28.8K | 0.01% | 427 |
|
|
2014
Q3 | $128K | Hold |
1,600
| – | – | 0.01% | 474 |
|
|
2014
Q2 | $149K | Sell |
1,600
-700
| -30% | -$65.2K | 0.01% | 444 |
|
|
2014
Q1 | $170K | Sell |
2,300
-4,120
| -64% | -$305K | 0.01% | 399 |
|
|
2013
Q4 | $430K | Sell |
6,420
-61,500
| -91% | -$4.12M | 0.02% | 278 |
|
|
2013
Q3 | $4.3M | Sell |
67,920
-10,850
| -14% | -$688K | 0.25% | 106 |
|
|
2013
Q2 | $5.91M | Buy |
+78,770
| New | +$5.91M | 0.33% | 83 |
|