EWM
TIF
Evercore Wealth Management’s Tiffany & Co. TIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,110
| Closed | -$803K | – | 446 |
|
|
2020
Q4 | $803K | Buy |
6,110
+34
| +0.6% | +$4.47K | 0.02% | 234 |
|
|
2020
Q3 | $704K | Buy |
6,076
+18
| +0.3% | +$2.09K | 0.02% | 231 |
|
|
2020
Q2 | $739K | Sell |
6,058
-29
| -0.5% | -$3.54K | 0.02% | 226 |
|
|
2020
Q1 | $788K | Buy |
6,087
+11
| +0.2% | +$1.42K | 0.03% | 199 |
|
|
2019
Q4 | $812K | Sell |
6,076
-671
| -10% | -$89.7K | 0.02% | 231 |
|
|
2019
Q3 | $625K | Hold |
6,747
| – | – | 0.02% | 251 |
|
|
2019
Q2 | $632K | Sell |
6,747
-149
| -2% | -$14K | 0.02% | 254 |
|
|
2019
Q1 | $728K | Buy |
6,896
+54
| +0.8% | +$5.7K | 0.02% | 231 |
|
|
2018
Q4 | $551K | Buy |
6,842
+31
| +0.5% | +$2.5K | 0.02% | 245 |
|
|
2018
Q3 | $878K | Buy |
6,811
+11
| +0.2% | +$1.42K | 0.03% | 216 |
|
|
2018
Q2 | $895K | Hold |
6,800
| – | – | 0.03% | 214 |
|
|
2018
Q1 | $664K | Sell |
6,800
-49
| -0.7% | -$4.79K | 0.03% | 217 |
|
|
2017
Q4 | $712K | Hold |
6,849
| – | – | 0.03% | 221 |
|
|
2017
Q3 | $629K | Hold |
6,849
| – | – | 0.02% | 226 |
|
|
2017
Q2 | $643K | Hold |
6,849
| – | – | 0.02% | 224 |
|
|
2017
Q1 | $653K | Sell |
6,849
-4,376
| -39% | -$417K | 0.03% | 226 |
|
|
2016
Q4 | $869K | Hold |
11,225
| – | – | 0.04% | 190 |
|
|
2016
Q3 | $815K | Buy |
11,225
+300
| +3% | +$21.8K | 0.03% | 200 |
|
|
2016
Q2 | $662K | Buy |
10,925
+364
| +3% | +$22.1K | 0.03% | 213 |
|
|
2016
Q1 | $775K | Hold |
10,561
| – | – | 0.03% | 199 |
|
|
2015
Q4 | $806K | Buy |
10,561
+1,350
| +15% | +$103K | 0.04% | 203 |
|
|
2015
Q3 | $712K | Sell |
9,211
-15
| -0.2% | -$1.16K | 0.03% | 214 |
|
|
2015
Q2 | $848K | Hold |
9,226
| – | – | 0.04% | 214 |
|
|
2015
Q1 | $812K | Sell |
9,226
-50
| -0.5% | -$4.4K | 0.04% | 211 |
|
|
2014
Q4 | $990K | Buy |
9,276
+25
| +0.3% | +$2.67K | 0.05% | 169 |
|
|
2014
Q3 | $890K | Hold |
9,251
| – | – | 0.04% | 191 |
|
|
2014
Q2 | $928K | Buy |
9,251
+951
| +11% | +$95.4K | 0.05% | 195 |
|
|
2014
Q1 | $715K | Hold |
8,300
| – | – | 0.04% | 212 |
|
|
2013
Q4 | $771K | Sell |
8,300
-400
| -5% | -$37.2K | 0.04% | 211 |
|
|
2013
Q3 | $667K | Sell |
8,700
-731
| -8% | -$56K | 0.04% | 250 |
|
|
2013
Q2 | $687K | Buy |
+9,431
| New | +$687K | 0.04% | 244 |
|