EWM
Evercore Wealth Management’s Spirit AeroSystems SPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,800
| Closed | -$228K | – | 418 |
|
|
2019
Q2 | $228K | Buy |
2,800
+300
| +12% | +$24.4K | 0.01% | 381 |
|
|
2019
Q1 | $229K | Buy |
+2,500
| New | +$229K | 0.01% | 371 |
|
|
2017
Q1 | – | Sell |
-5,400
| Closed | -$315K | – | 1033 |
|
|
2016
Q4 | $315K | Hold |
5,400
| – | – | 0.01% | 302 |
|
|
2016
Q3 | $240K | Hold |
5,400
| – | – | 0.01% | 341 |
|
|
2016
Q2 | $232K | Hold |
5,400
| – | – | 0.01% | 336 |
|
|
2016
Q1 | $245K | Hold |
5,400
| – | – | 0.01% | 320 |
|
|
2015
Q4 | $270K | Hold |
5,400
| – | – | 0.01% | 323 |
|
|
2015
Q3 | $261K | Hold |
5,400
| – | – | 0.01% | 349 |
|
|
2015
Q2 | $297K | Hold |
5,400
| – | – | 0.01% | 354 |
|
|
2015
Q1 | $282K | Hold |
5,400
| – | – | 0.01% | 361 |
|
|
2014
Q4 | $233K | Hold |
5,400
| – | – | 0.01% | 337 |
|
|
2014
Q3 | $206K | Hold |
5,400
| – | – | 0.01% | 392 |
|
|
2014
Q2 | $181K | Sell |
5,400
-600
| -10% | -$20.1K | 0.01% | 403 |
|
|
2014
Q1 | $170K | Buy |
6,000
+4,800
| +400% | +$136K | 0.01% | 400 |
|
|
2013
Q4 | $41K | Buy |
+1,200
| New | +$41K | ﹤0.01% | 588 |
|