EWM
Evercore Wealth Management’s Ralph Lauren RL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-475
| Closed | -$49K | – | 698 |
|
|
2017
Q4 | $49K | Sell |
475
-500
| -51% | -$51.6K | ﹤0.01% | 584 |
|
|
2017
Q3 | $86K | Hold |
975
| – | – | ﹤0.01% | 491 |
|
|
2017
Q2 | $72K | Hold |
975
| – | – | ﹤0.01% | 526 |
|
|
2017
Q1 | $80K | Sell |
975
-462
| -32% | -$37.9K | ﹤0.01% | 521 |
|
|
2016
Q4 | $130K | Sell |
1,437
-458
| -24% | -$41.4K | 0.01% | 446 |
|
|
2016
Q3 | $192K | Sell |
1,895
-745
| -28% | -$75.5K | 0.01% | 384 |
|
|
2016
Q2 | $237K | Sell |
2,640
-6,094
| -70% | -$547K | 0.01% | 332 |
|
|
2016
Q1 | $840K | Sell |
8,734
-82,643
| -90% | -$7.95M | 0.04% | 190 |
|
|
2015
Q4 | $10.2M | Sell |
91,377
-51,470
| -36% | -$5.74M | 0.47% | 59 |
|
|
2015
Q3 | $16.9M | Buy |
142,847
+17,940
| +14% | +$2.12M | 0.81% | 44 |
|
|
2015
Q2 | $16.5M | Sell |
124,907
-5,564
| -4% | -$737K | 0.75% | 45 |
|
|
2015
Q1 | $17.2M | Buy |
130,471
+20,486
| +19% | +$2.69M | 0.79% | 45 |
|
|
2014
Q4 | $20.4M | Buy |
109,985
+29,576
| +37% | +$5.48M | 1.02% | 37 |
|
|
2014
Q3 | $13.2M | Buy |
80,409
+75,091
| +1,412% | +$12.4M | 0.66% | 50 |
|
|
2014
Q2 | $854K | Buy |
+5,318
| New | +$854K | 0.04% | 202 |
|