EWM
Evercore Wealth Management’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,500
| Closed | -$101K | – | 761 |
|
|
2017
Q4 | $101K | Hold |
1,500
| – | – | ﹤0.01% | 462 |
|
|
2017
Q3 | $91K | Hold |
1,500
| – | – | ﹤0.01% | 479 |
|
|
2017
Q2 | $113K | Hold |
1,500
| – | – | ﹤0.01% | 443 |
|
|
2017
Q1 | $106K | Sell |
1,500
-23
| -2% | -$1.63K | ﹤0.01% | 471 |
|
|
2016
Q4 | $111K | Sell |
1,523
-2,182
| -59% | -$159K | ﹤0.01% | 474 |
|
|
2016
Q3 | $194K | Buy |
3,705
+1,360
| +58% | +$71.2K | 0.01% | 381 |
|
|
2016
Q2 | $96K | Buy |
2,345
+845
| +56% | +$34.6K | ﹤0.01% | 467 |
|
|
2016
Q1 | $90K | Hold |
1,500
| – | – | ﹤0.01% | 471 |
|
|
2015
Q4 | $86K | Sell |
1,500
-3,500
| -70% | -$201K | ﹤0.01% | 497 |
|
|
2015
Q3 | $266K | Hold |
5,000
| – | – | 0.01% | 345 |
|
|
2015
Q2 | $266K | Sell |
5,000
-40
| -0.8% | -$2.13K | 0.01% | 378 |
|
|
2015
Q1 | $339K | Sell |
5,040
-7
| -0.1% | -$471 | 0.02% | 331 |
|
|
2014
Q4 | $337K | Buy |
5,047
+47
| +0.9% | +$3.14K | 0.02% | 302 |
|
|
2014
Q3 | $234K | Hold |
5,000
| – | – | 0.01% | 368 |
|
|
2014
Q2 | $206K | Buy |
+5,000
| New | +$206K | 0.01% | 384 |
|
|
2013
Q4 | – | Sell |
-3
| Closed | – | – | 986 |
|
|
2013
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1008 |
|
|
2013
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 792 |
|