EWM
Evercore Wealth Management’s Unitil UTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$23K | – | 765 |
|
|
2017
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 711 |
|
|
2017
Q3 | $25K | Hold |
500
| – | – | ﹤0.01% | 675 |
|
|
2017
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 690 |
|
|
2017
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 734 |
|
|
2016
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 733 |
|
|
2016
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 771 |
|
|
2016
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 750 |
|
|
2016
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 717 |
|
|
2015
Q4 | $18K | Hold |
500
| – | – | ﹤0.01% | 783 |
|
|
2015
Q3 | $18K | Buy |
500
+214
| +75% | +$7.7K | ﹤0.01% | 761 |
|
|
2015
Q2 | $9K | Buy |
+286
| New | +$9K | ﹤0.01% | 934 |
|