EWM
Evercore Wealth Management’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-200
| Closed | -$10K | – | 1092 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 866 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 766 |
|
|
2014
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 768 |
|
|
2014
Q2 | $17K | Sell |
200
-67
| -25% | -$5.7K | ﹤0.01% | 763 |
|
|
2014
Q1 | $19K | Hold |
267
| – | – | ﹤0.01% | 747 |
|
|
2013
Q4 | $22K | Sell |
267
-266
| -50% | -$21.9K | ﹤0.01% | 671 |
|
|
2013
Q3 | $42K | Hold |
533
| – | – | ﹤0.01% | 582 |
|
|
2013
Q2 | $32K | Buy |
+533
| New | +$32K | ﹤0.01% | 616 |
|