EWM
Evercore Wealth Management’s Travel + Leisure Co TNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-44
| Closed | -$5K | – | 747 |
|
|
2017
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 855 |
|
|
2017
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 846 |
|
|
2017
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 911 |
|
|
2017
Q1 | $4K | Sell |
44
-20
| -31% | -$1.82K | ﹤0.01% | 905 |
|
|
2016
Q4 | $5K | Buy |
64
+20
| +45% | +$1.56K | ﹤0.01% | 893 |
|
|
2016
Q3 | $3K | Sell |
44
-16
| -27% | -$1.09K | ﹤0.01% | 981 |
|
|
2016
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 959 |
|
|
2016
Q1 | $5K | Sell |
60
-175
| -74% | -$14.6K | ﹤0.01% | 863 |
|
|
2015
Q4 | $17K | Hold |
235
| – | – | ﹤0.01% | 792 |
|
|
2015
Q3 | $17K | Hold |
235
| – | – | ﹤0.01% | 771 |
|
|
2015
Q2 | $19K | Hold |
235
| – | – | ﹤0.01% | 804 |
|
|
2015
Q1 | $21K | Hold |
235
| – | – | ﹤0.01% | 781 |
|
|
2014
Q4 | $20K | Buy |
235
+175
| +292% | +$14.9K | ﹤0.01% | 666 |
|
|
2014
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 872 |
|
|
2014
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 916 |
|
|
2014
Q1 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 875 |
|