EWM
Evercore Wealth Management’s Telus TU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-175
| Closed | -$6K | – | 1058 |
|
|
2016
Q2 | $6K | Hold |
175
| – | – | ﹤0.01% | 907 |
|
|
2016
Q1 | $6K | Hold |
175
| – | – | ﹤0.01% | 845 |
|
|
2015
Q4 | $5K | Sell |
175
-267
| -60% | -$7.63K | ﹤0.01% | 920 |
|
|
2015
Q3 | $14K | Hold |
442
| – | – | ﹤0.01% | 802 |
|
|
2015
Q2 | $15K | Buy |
442
+175
| +66% | +$5.94K | ﹤0.01% | 842 |
|
|
2015
Q1 | $9K | Buy |
+267
| New | +$9K | ﹤0.01% | 879 |
|