EWM
STR
Evercore Wealth Management’s QUESTAR CORP STR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-464
| Closed | -$10K | – | 1095 |
|
|
2015
Q2 | $10K | Sell |
464
-155
| -25% | -$3.34K | ﹤0.01% | 919 |
|
|
2015
Q1 | $15K | Hold |
619
| – | – | ﹤0.01% | 827 |
|
|
2014
Q4 | $16K | Hold |
619
| – | – | ﹤0.01% | 703 |
|
|
2014
Q3 | $14K | Hold |
619
| – | – | ﹤0.01% | 793 |
|
|
2014
Q2 | $15K | Hold |
619
| – | – | ﹤0.01% | 785 |
|
|
2014
Q1 | $15K | Hold |
619
| – | – | ﹤0.01% | 789 |
|
|
2013
Q4 | $14K | Hold |
619
| – | – | ﹤0.01% | 737 |
|
|
2013
Q3 | $14K | Buy |
+619
| New | +$14K | ﹤0.01% | 728 |
|