EWM
Evercore Wealth Management’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-275
| Closed | -$15K | – | 928 |
|
|
2017
Q3 | $15K | Hold |
275
| – | – | ﹤0.01% | 755 |
|
|
2017
Q2 | $14K | Buy |
+275
| New | +$14K | ﹤0.01% | 772 |
|
|
2015
Q4 | – | Sell |
-4,539
| Closed | -$202K | – | 1066 |
|
|
2015
Q3 | $202K | Sell |
4,539
-1,510
| -25% | -$67.2K | 0.01% | 378 |
|
|
2015
Q2 | $297K | Sell |
6,049
-77
| -1% | -$3.78K | 0.01% | 356 |
|
|
2015
Q1 | $304K | Sell |
6,126
-2,431
| -28% | -$121K | 0.01% | 350 |
|
|
2014
Q4 | $438K | Sell |
8,557
-5,256
| -38% | -$269K | 0.02% | 259 |
|
|
2014
Q3 | $889K | Sell |
13,813
-530
| -4% | -$34.1K | 0.04% | 192 |
|
|
2014
Q2 | $1.04M | Buy |
14,343
+2,219
| +18% | +$160K | 0.05% | 183 |
|
|
2014
Q1 | $795K | Sell |
12,124
-8,042
| -40% | -$527K | 0.04% | 201 |
|
|
2013
Q4 | $1.24M | Buy |
20,166
+6,577
| +48% | +$403K | 0.07% | 171 |
|
|
2013
Q3 | $788K | Sell |
13,589
-2,061
| -13% | -$120K | 0.05% | 231 |
|
|
2013
Q2 | $761K | Buy |
+15,650
| New | +$761K | 0.04% | 233 |
|