EWM
Evercore Wealth Management’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-95
| Closed | -$4K | – | 750 |
|
|
2017
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 865 |
|
|
2017
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 859 |
|
|
2017
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 912 |
|
|
2017
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 906 |
|
|
2016
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 911 |
|
|
2016
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 966 |
|
|
2016
Q2 | $4K | Sell |
95
-147
| -61% | -$6.19K | ﹤0.01% | 960 |
|
|
2016
Q1 | $10K | Hold |
242
| – | – | ﹤0.01% | 809 |
|
|
2015
Q4 | $9K | Hold |
242
| – | – | ﹤0.01% | 867 |
|
|
2015
Q3 | $10K | Sell |
242
-377
| -61% | -$15.6K | ﹤0.01% | 838 |
|
|
2015
Q2 | $25K | Sell |
619
-717
| -54% | -$29K | ﹤0.01% | 755 |
|
|
2015
Q1 | $54K | Buy |
1,336
+1,146
| +603% | +$46.3K | ﹤0.01% | 615 |
|
|
2014
Q4 | $8K | Buy |
+190
| New | +$8K | ﹤0.01% | 768 |
|