EWM
UNS
Evercore Wealth Management’s UNS ENERGY CORP COM UNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,000
| Closed | -$181K | – | 1036 |
|
|
2014
Q2 | $181K | Hold |
3,000
| – | – | 0.01% | 404 |
|
|
2014
Q1 | $180K | Hold |
3,000
| – | – | 0.01% | 394 |
|
|
2013
Q4 | $180K | Hold |
3,000
| – | – | 0.01% | 379 |
|
|
2013
Q3 | $140K | Hold |
3,000
| – | – | 0.01% | 432 |
|
|
2013
Q2 | $135K | Buy |
+3,000
| New | +$135K | 0.01% | 447 |
|