EWM
Evercore Wealth Management’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-529
| Closed | -$28K | – | 767 |
|
|
2017
Q4 | $28K | Hold |
529
| – | – | ﹤0.01% | 666 |
|
|
2017
Q3 | $30K | Hold |
529
| – | – | ﹤0.01% | 637 |
|
|
2017
Q2 | $34K | Hold |
529
| – | – | ﹤0.01% | 628 |
|
|
2017
Q1 | $37K | Hold |
529
| – | – | ﹤0.01% | 645 |
|
|
2016
Q4 | $34K | Sell |
529
-100
| -16% | -$6.43K | ﹤0.01% | 671 |
|
|
2016
Q3 | $37K | Hold |
629
| – | – | ﹤0.01% | 663 |
|
|
2016
Q2 | $37K | Buy |
629
+100
| +19% | +$5.88K | ﹤0.01% | 638 |
|
|
2016
Q1 | $30K | Hold |
529
| – | – | ﹤0.01% | 661 |
|
|
2015
Q4 | $30K | Hold |
529
| – | – | ﹤0.01% | 691 |
|
|
2015
Q3 | $26K | Hold |
529
| – | – | ﹤0.01% | 687 |
|
|
2015
Q2 | $30K | Hold |
529
| – | – | ﹤0.01% | 723 |
|
|
2015
Q1 | $25K | Sell |
529
-300
| -36% | -$14.2K | ﹤0.01% | 752 |
|
|
2014
Q4 | $36K | Buy |
829
+300
| +57% | +$13K | ﹤0.01% | 587 |
|
|
2014
Q3 | $23K | Hold |
529
| – | – | ﹤0.01% | 719 |
|
|
2014
Q2 | $29K | Hold |
529
| – | – | ﹤0.01% | 685 |
|
|
2014
Q1 | $30K | Hold |
529
| – | – | ﹤0.01% | 673 |
|
|
2013
Q4 | $29K | Sell |
529
-49
| -8% | -$2.69K | ﹤0.01% | 632 |
|
|
2013
Q3 | $29K | Buy |
578
+49
| +9% | +$2.46K | ﹤0.01% | 632 |
|
|
2013
Q2 | $31K | Buy |
+529
| New | +$31K | ﹤0.01% | 619 |
|