EWM
SPLS
Evercore Wealth Management’s Staples Inc SPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$14K | – | 994 |
|
|
2017
Q2 | $14K | Buy |
+1,400
| New | +$14K | ﹤0.01% | 778 |
|
|
2014
Q3 | – | Sell |
-2,046
| Closed | -$22K | – | 1041 |
|
|
2014
Q2 | $22K | Sell |
2,046
-643
| -24% | -$6.91K | ﹤0.01% | 725 |
|
|
2014
Q1 | $31K | Sell |
2,689
-3,286
| -55% | -$37.9K | ﹤0.01% | 669 |
|
|
2013
Q4 | $96K | Buy |
5,975
+4,541
| +317% | +$73K | 0.01% | 464 |
|
|
2013
Q3 | $21K | Buy |
1,434
+263
| +22% | +$3.85K | ﹤0.01% | 685 |
|
|
2013
Q2 | $19K | Buy |
+1,171
| New | +$19K | ﹤0.01% | 672 |
|