EWM
Evercore Wealth Management’s United Therapeutics UTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-500
| Closed | -$59K | – | 929 |
|
|
2017
Q3 | $59K | Hold |
500
| – | – | ﹤0.01% | 554 |
|
|
2017
Q2 | $65K | Hold |
500
| – | – | ﹤0.01% | 540 |
|
|
2017
Q1 | $68K | Hold |
500
| – | – | ﹤0.01% | 547 |
|
|
2016
Q4 | $72K | Buy |
+500
| New | +$72K | ﹤0.01% | 540 |
|
|
2016
Q2 | – | Sell |
-59
| Closed | -$7K | – | 1044 |
|
|
2016
Q1 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 835 |
|
|
2014
Q1 | – | Sell |
-250
| Closed | -$28K | – | 922 |
|
|
2013
Q4 | $28K | Sell |
250
-28,525
| -99% | -$3.19M | ﹤0.01% | 638 |
|
|
2013
Q3 | $2.27M | Buy |
28,775
+13,385
| +87% | +$1.06M | 0.13% | 153 |
|
|
2013
Q2 | $1.01M | Buy |
+15,390
| New | +$1.01M | 0.06% | 211 |
|