EWM
ULTI
Evercore Wealth Management’s Ultimate Software Group Inc ULTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-41
| Closed | -$9K | – | 887 |
|
|
2017
Q4 | $9K | Hold |
41
| – | – | ﹤0.01% | 818 |
|
|
2017
Q3 | $8K | Sell |
41
-18
| -31% | -$3.51K | ﹤0.01% | 811 |
|
|
2017
Q2 | $12K | Buy |
59
+42
| +247% | +$8.54K | ﹤0.01% | 801 |
|
|
2017
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 938 |
|
|
2016
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 935 |
|
|
2014
Q3 | – | Sell |
-44
| Closed | -$6K | – | 1010 |
|
|
2014
Q2 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 898 |
|