EWM
Evercore Wealth Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,700
| Closed | -$70K | – | 1090 |
|
|
2015
Q1 | $70K | Hold |
1,700
| – | – | ﹤0.01% | 582 |
|
|
2014
Q4 | $78K | Sell |
1,700
-700
| -29% | -$32.1K | ﹤0.01% | 491 |
|
|
2014
Q3 | $118K | Hold |
2,400
| – | – | 0.01% | 487 |
|
|
2014
Q2 | $130K | Hold |
2,400
| – | – | 0.01% | 469 |
|
|
2014
Q1 | $134K | Sell |
2,400
-400
| -14% | -$22.3K | 0.01% | 430 |
|
|
2013
Q4 | $159K | Sell |
2,800
-507
| -15% | -$28.8K | 0.01% | 389 |
|
|
2013
Q3 | $161K | Buy |
3,307
+307
| +10% | +$14.9K | 0.01% | 418 |
|
|
2013
Q2 | $124K | Buy |
+3,000
| New | +$124K | 0.01% | 464 |
|