EWM
Evercore Wealth Management’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-281
| Closed | -$18K | – | 1090 |
|
|
2016
Q3 | $18K | Hold |
281
| – | – | ﹤0.01% | 788 |
|
|
2016
Q2 | $20K | Hold |
281
| – | – | ﹤0.01% | 758 |
|
|
2016
Q1 | $19K | Hold |
281
| – | – | ﹤0.01% | 732 |
|
|
2015
Q4 | $17K | Hold |
281
| – | – | ﹤0.01% | 790 |
|
|
2015
Q3 | $15K | Buy |
281
+58
| +26% | +$3.1K | ﹤0.01% | 790 |
|
|
2015
Q2 | $12K | Buy |
+223
| New | +$12K | ﹤0.01% | 874 |
|