EWM
Evercore Wealth Management’s Gentherm THRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-169
| Closed | -$5K | – | 744 |
|
|
2017
Q4 | $5K | Hold |
169
| – | – | ﹤0.01% | 854 |
|
|
2017
Q3 | $6K | Hold |
169
| – | – | ﹤0.01% | 835 |
|
|
2017
Q2 | $7K | Hold |
169
| – | – | ﹤0.01% | 863 |
|
|
2017
Q1 | $7K | Buy |
+169
| New | +$7K | ﹤0.01% | 860 |
|
|
2016
Q4 | – | Sell |
-295
| Closed | -$9K | – | 1093 |
|
|
2016
Q3 | $9K | Buy |
+295
| New | +$9K | ﹤0.01% | 879 |
|
|
2016
Q1 | – | Sell |
-782
| Closed | -$37K | – | 1011 |
|
|
2015
Q4 | $37K | Hold |
782
| – | – | ﹤0.01% | 654 |
|
|
2015
Q3 | $35K | Sell |
782
-155
| -17% | -$6.94K | ﹤0.01% | 650 |
|
|
2015
Q2 | $52K | Buy |
937
+782
| +505% | +$43.4K | ﹤0.01% | 630 |
|
|
2015
Q1 | $8K | Sell |
155
-2,126
| -93% | -$110K | ﹤0.01% | 896 |
|
|
2014
Q4 | $83K | Sell |
2,281
-1,918
| -46% | -$69.8K | ﹤0.01% | 484 |
|
|
2014
Q3 | $177K | Buy |
4,199
+589
| +16% | +$24.8K | 0.01% | 417 |
|
|
2014
Q2 | $161K | Sell |
3,610
-420
| -10% | -$18.7K | 0.01% | 424 |
|
|
2014
Q1 | $140K | Buy |
4,030
+688
| +21% | +$23.9K | 0.01% | 423 |
|
|
2013
Q4 | $90K | Buy |
+3,342
| New | +$90K | ﹤0.01% | 473 |
|