EWM
USDP
Evercore Wealth Management’s USD PARTNERS LP USDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-25,000
| Closed | -$282K | – | 426 |
|
|
2019
Q2 | $282K | Hold |
25,000
| – | – | 0.01% | 349 |
|
|
2019
Q1 | $270K | Hold |
25,000
| – | – | 0.01% | 346 |
|
|
2018
Q4 | $261K | Hold |
25,000
| – | – | 0.01% | 331 |
|
|
2018
Q3 | $241K | Hold |
25,000
| – | – | 0.01% | 374 |
|
|
2018
Q2 | $269K | Hold |
25,000
| – | – | 0.01% | 347 |
|
|
2018
Q1 | $259K | Buy |
+25,000
| New | +$259K | 0.01% | 313 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$123K | – | 1049 |
|
|
2017
Q1 | $123K | Hold |
10,000
| – | – | ﹤0.01% | 442 |
|
|
2016
Q4 | $158K | Hold |
10,000
| – | – | 0.01% | 415 |
|
|
2016
Q3 | $124K | Hold |
10,000
| – | – | 0.01% | 447 |
|
|
2016
Q2 | $96K | Buy |
+10,000
| New | +$96K | ﹤0.01% | 469 |
|