EWM
SJT
Evercore Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,050
| Closed | -$25K | – | 719 |
|
|
2017
Q4 | $25K | Hold |
3,050
| – | – | ﹤0.01% | 690 |
|
|
2017
Q3 | $24K | Hold |
3,050
| – | – | ﹤0.01% | 681 |
|
|
2017
Q2 | $21K | Hold |
3,050
| – | – | ﹤0.01% | 710 |
|
|
2017
Q1 | $22K | Hold |
3,050
| – | – | ﹤0.01% | 742 |
|
|
2016
Q4 | $20K | Hold |
3,050
| – | – | ﹤0.01% | 753 |
|
|
2016
Q3 | $18K | Hold |
3,050
| – | – | ﹤0.01% | 787 |
|
|
2016
Q2 | $22K | Hold |
3,050
| – | – | ﹤0.01% | 738 |
|
|
2016
Q1 | $16K | Hold |
3,050
| – | – | ﹤0.01% | 754 |
|
|
2015
Q4 | $13K | Buy |
+3,050
| New | +$13K | ﹤0.01% | 825 |
|
|
2014
Q3 | – | Sell |
-2,500
| Closed | -$48K | – | 989 |
|
|
2014
Q2 | $48K | Hold |
2,500
| – | – | ﹤0.01% | 618 |
|
|
2014
Q1 | $44K | Hold |
2,500
| – | – | ﹤0.01% | 614 |
|
|
2013
Q4 | $42K | Hold |
2,500
| – | – | ﹤0.01% | 586 |
|
|
2013
Q3 | $40K | Hold |
2,500
| – | – | ﹤0.01% | 587 |
|
|
2013
Q2 | $40K | Buy |
+2,500
| New | +$40K | ﹤0.01% | 591 |
|