EWM
Evercore Wealth Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-45,875
| Closed | -$953K | – | 1065 |
|
|
2015
Q3 | $953K | Buy |
45,875
+1,198
| +3% | +$24.9K | 0.05% | 185 |
|
|
2015
Q2 | $1.02M | Buy |
44,677
+5,392
| +14% | +$122K | 0.05% | 197 |
|
|
2015
Q1 | $922K | Buy |
39,285
+3,099
| +9% | +$72.7K | 0.04% | 196 |
|
|
2014
Q4 | $810K | Sell |
36,186
-5,916
| -14% | -$132K | 0.04% | 188 |
|
|
2014
Q3 | $851K | Buy |
42,102
+16,969
| +68% | +$343K | 0.04% | 197 |
|
|
2014
Q2 | $537K | Buy |
25,133
+3,071
| +14% | +$65.6K | 0.03% | 260 |
|
|
2014
Q1 | $443K | Buy |
22,062
+423
| +2% | +$8.49K | 0.02% | 272 |
|
|
2013
Q4 | $378K | Sell |
21,639
-2,973
| -12% | -$51.9K | 0.02% | 297 |
|
|
2013
Q3 | $419K | Buy |
24,612
+204
| +0.8% | +$3.47K | 0.02% | 300 |
|
|
2013
Q2 | $448K | Buy |
+24,408
| New | +$448K | 0.03% | 292 |
|