EWM
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Evercore Wealth Management’s Toyota TM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-48
Closed -$5K 1040
2014
Q1
$5K Hold
48
﹤0.01% 863
2013
Q4
$6K Sell
48
-105
-69% -$13.1K ﹤0.01% 791
2013
Q3
$20K Buy
+153
New +$20K ﹤0.01% 688