EWM
Evercore Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-600
| Closed | -$18K | – | 1056 |
|
|
2016
Q2 | $18K | Hold |
600
| – | – | ﹤0.01% | 775 |
|
|
2016
Q1 | $20K | Hold |
600
| – | – | ﹤0.01% | 725 |
|
|
2015
Q4 | $24K | Hold |
600
| – | – | ﹤0.01% | 735 |
|
|
2015
Q3 | $20K | Hold |
600
| – | – | ﹤0.01% | 744 |
|
|
2015
Q2 | $27K | Hold |
600
| – | – | ﹤0.01% | 737 |
|
|
2015
Q1 | $31K | Hold |
600
| – | – | ﹤0.01% | 711 |
|
|
2014
Q4 | $30K | Buy |
+600
| New | +$30K | ﹤0.01% | 612 |
|