EWM
Evercore Wealth Management’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-450
| Closed | -$22K | – | 752 |
|
|
2017
Q4 | $22K | Hold |
450
| – | – | ﹤0.01% | 716 |
|
|
2017
Q3 | $22K | Hold |
450
| – | – | ﹤0.01% | 701 |
|
|
2017
Q2 | $21K | Hold |
450
| – | – | ﹤0.01% | 712 |
|
|
2017
Q1 | $21K | Hold |
450
| – | – | ﹤0.01% | 748 |
|
|
2016
Q4 | $20K | Hold |
450
| – | – | ﹤0.01% | 754 |
|
|
2016
Q3 | $21K | Sell |
450
-94
| -17% | -$4.39K | ﹤0.01% | 763 |
|
|
2016
Q2 | $25K | Hold |
544
| – | – | ﹤0.01% | 719 |
|
|
2016
Q1 | $21K | Hold |
544
| – | – | ﹤0.01% | 716 |
|
|
2015
Q4 | $18K | Hold |
544
| – | – | ﹤0.01% | 781 |
|
|
2015
Q3 | $17K | Hold |
544
| – | – | ﹤0.01% | 772 |
|
|
2015
Q2 | $22K | Buy |
544
+94
| +21% | +$3.8K | ﹤0.01% | 781 |
|
|
2015
Q1 | $19K | Hold |
450
| – | – | ﹤0.01% | 792 |
|
|
2014
Q4 | $22K | Hold |
450
| – | – | ﹤0.01% | 658 |
|
|
2014
Q3 | $23K | Hold |
450
| – | – | ﹤0.01% | 718 |
|
|
2014
Q2 | $21K | Hold |
450
| – | – | ﹤0.01% | 732 |
|
|
2014
Q1 | $20K | Hold |
450
| – | – | ﹤0.01% | 742 |
|
|
2013
Q4 | $21K | Hold |
450
| – | – | ﹤0.01% | 679 |
|
|
2013
Q3 | $20K | Hold |
450
| – | – | ﹤0.01% | 689 |
|
|
2013
Q2 | $19K | Buy |
+450
| New | +$19K | ﹤0.01% | 671 |
|