EWM
STL
Evercore Wealth Management’s Sterling Bancorp STL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31,550
| Closed | -$814K | – | 454 |
|
|
2021
Q4 | $814K | Buy |
31,550
+2,450
| +8% | +$63.2K | 0.01% | 249 |
|
|
2021
Q3 | $726K | Hold |
29,100
| – | – | 0.01% | 252 |
|
|
2021
Q2 | $721K | Sell |
29,100
-1,500
| -5% | -$37.2K | 0.01% | 257 |
|
|
2021
Q1 | $704K | Buy |
+30,600
| New | +$704K | 0.01% | 256 |
|
|
2018
Q1 | – | Sell |
-3,312
| Closed | -$81K | – | 921 |
|
|
2017
Q4 | $81K | Sell |
3,312
-23,288
| -88% | -$570K | ﹤0.01% | 505 |
|
|
2017
Q3 | $653K | Sell |
26,600
-2,800
| -10% | -$68.7K | 0.03% | 223 |
|
|
2017
Q2 | $684K | Sell |
29,400
-20,000
| -40% | -$465K | 0.03% | 215 |
|
|
2017
Q1 | $1.17M | Sell |
49,400
-49,508
| -50% | -$1.17M | 0.05% | 166 |
|
|
2016
Q4 | $2.31M | Hold |
98,908
| – | – | 0.1% | 122 |
|
|
2016
Q3 | $1.73M | Hold |
98,908
| – | – | 0.07% | 144 |
|
|
2016
Q2 | $1.55M | Hold |
98,908
| – | – | 0.07% | 144 |
|
|
2016
Q1 | $1.58M | Hold |
98,908
| – | – | 0.07% | 144 |
|
|
2015
Q4 | $1.61M | Sell |
98,908
-199,990
| -67% | -$3.25M | 0.07% | 146 |
|
|
2015
Q3 | $4.44M | Buy |
298,898
+98,908
| +49% | +$1.47M | 0.21% | 93 |
|
|
2015
Q2 | $2.94M | Hold |
199,990
| – | – | 0.13% | 118 |
|
|
2015
Q1 | $2.68M | Hold |
199,990
| – | – | 0.12% | 120 |
|
|
2014
Q4 | $2.88M | Hold |
199,990
| – | – | 0.14% | 109 |
|
|
2014
Q3 | $2.56M | Hold |
199,990
| – | – | 0.13% | 126 |
|
|
2014
Q2 | $2.4M | Hold |
199,990
| – | – | 0.12% | 128 |
|
|
2014
Q1 | $2.53M | Sell |
199,990
-12,216
| -6% | -$155K | 0.14% | 124 |
|
|
2013
Q4 | $2.84M | Buy |
+212,206
| New | +$2.84M | 0.16% | 124 |
|