EWM
Evercore Wealth Management’s Toro Company TTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,212
| Closed | -$79K | – | 757 |
|
|
2017
Q4 | $79K | Hold |
1,212
| – | – | ﹤0.01% | 509 |
|
|
2017
Q3 | $75K | Hold |
1,212
| – | – | ﹤0.01% | 515 |
|
|
2017
Q2 | $84K | Hold |
1,212
| – | – | ﹤0.01% | 504 |
|
|
2017
Q1 | $76K | Hold |
1,212
| – | – | ﹤0.01% | 530 |
|
|
2016
Q4 | $67K | Buy |
1,212
+812
| +203% | +$44.9K | ﹤0.01% | 553 |
|
|
2016
Q3 | $19K | Buy |
400
+200
| +100% | – | ﹤0.01% | 782 |
|
|
2016
Q2 | $18K | Hold |
200
| – | – | ﹤0.01% | 776 |
|
|
2016
Q1 | $17K | Sell |
200
-25
| -11% | -$2.13K | ﹤0.01% | 746 |
|
|
2015
Q4 | $16K | Hold |
225
| – | – | ﹤0.01% | 799 |
|
|
2015
Q3 | $16K | Buy |
225
+25
| +13% | +$1.78K | ﹤0.01% | 780 |
|
|
2015
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 852 |
|
|
2015
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 837 |
|
|
2014
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 723 |
|
|
2014
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 808 |
|
|
2014
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 805 |
|