EWM
Evercore Wealth Management’s Teradata TDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-124
| Closed | -$5K | – | 739 |
|
|
2017
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 853 |
|
|
2017
Q3 | $4K | Hold |
124
| – | – | ﹤0.01% | 857 |
|
|
2017
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 910 |
|
|
2017
Q1 | $4K | Sell |
124
-50
| -29% | -$1.61K | ﹤0.01% | 904 |
|
|
2016
Q4 | $5K | Hold |
174
| – | – | ﹤0.01% | 892 |
|
|
2016
Q3 | $5K | Hold |
174
| – | – | ﹤0.01% | 938 |
|
|
2016
Q2 | $5K | Buy |
174
+24
| +16% | +$690 | ﹤0.01% | 925 |
|
|
2016
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 887 |
|
|
2015
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 950 |
|
|
2015
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 903 |
|
|
2015
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 977 |
|
|
2015
Q1 | $6K | Sell |
150
-230
| -61% | -$9.2K | ﹤0.01% | 920 |
|
|
2014
Q4 | $16K | Buy |
380
+230
| +153% | +$9.68K | ﹤0.01% | 699 |
|
|
2014
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 861 |
|
|
2014
Q2 | $6K | Sell |
150
-48
| -24% | -$1.92K | ﹤0.01% | 895 |
|
|
2014
Q1 | $9K | Buy |
+198
| New | +$9K | ﹤0.01% | 829 |
|
|
2013
Q4 | – | Sell |
-35,400
| Closed | -$1.96M | – | 981 |
|
|
2013
Q3 | $1.96M | Sell |
35,400
-6,570
| -16% | -$364K | 0.11% | 163 |
|
|
2013
Q2 | $2.11M | Buy |
+41,970
| New | +$2.11M | 0.12% | 156 |
|