EWM
Evercore Wealth Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,143
| Closed | -$169K | – | 1067 |
|
|
2015
Q3 | $169K | Sell |
4,143
-2,595
| -39% | -$106K | 0.01% | 408 |
|
|
2015
Q2 | $287K | Buy |
6,738
+3,102
| +85% | +$132K | 0.01% | 363 |
|
|
2015
Q1 | $152K | Buy |
3,636
+1,961
| +117% | +$82K | 0.01% | 465 |
|
|
2014
Q4 | $69K | Sell |
1,675
-596
| -26% | -$24.6K | ﹤0.01% | 517 |
|
|
2014
Q3 | $94K | Buy |
2,271
+148
| +7% | +$6.13K | ﹤0.01% | 523 |
|
|
2014
Q2 | $96K | Buy |
2,123
+433
| +26% | +$19.6K | ﹤0.01% | 518 |
|
|
2014
Q1 | $72K | Buy |
1,690
+407
| +32% | +$17.3K | ﹤0.01% | 534 |
|
|
2013
Q4 | $53K | Buy |
1,283
+1,188
| +1,251% | +$49.1K | ﹤0.01% | 553 |
|
|
2013
Q3 | $4K | Buy |
95
+20
| +27% | +$842 | ﹤0.01% | 910 |
|
|
2013
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 772 |
|