EWM
STEW
Evercore Wealth Management’s SRH Total Return Fund STEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,000
| Closed | -$27K | – | 970 |
|
|
2014
Q3 | $27K | Hold |
3,000
| – | – | ﹤0.01% | 694 |
|
|
2014
Q2 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 701 |
|
|
2014
Q1 | $24K | Hold |
3,000
| – | – | ﹤0.01% | 718 |
|
|
2013
Q4 | $24K | Buy |
+3,000
| New | +$24K | ﹤0.01% | 658 |
|