EWM
Evercore Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,677
| Closed | -$432K | – | 1058 |
|
|
2015
Q3 | $432K | Buy |
6,677
+273
| +4% | +$17.7K | 0.02% | 272 |
|
|
2015
Q2 | $449K | Buy |
6,404
+563
| +10% | +$39.5K | 0.02% | 289 |
|
|
2015
Q1 | $420K | Sell |
5,841
-547
| -9% | -$39.3K | 0.02% | 300 |
|
|
2014
Q4 | $443K | Sell |
6,388
-2,695
| -30% | -$187K | 0.02% | 257 |
|
|
2014
Q3 | $655K | Buy |
9,083
+3,369
| +59% | +$243K | 0.03% | 229 |
|
|
2014
Q2 | $438K | Buy |
5,714
+712
| +14% | +$54.6K | 0.02% | 286 |
|
|
2014
Q1 | $404K | Buy |
5,002
+691
| +16% | +$55.8K | 0.02% | 284 |
|
|
2013
Q4 | $377K | Sell |
4,311
-354
| -8% | -$31K | 0.02% | 298 |
|
|
2013
Q3 | $345K | Buy |
4,665
+146
| +3% | +$10.8K | 0.02% | 326 |
|
|
2013
Q2 | $327K | Buy |
+4,519
| New | +$327K | 0.02% | 339 |
|