EWM
VAL
Evercore Wealth Management’s Valspar VAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,095
| Closed | -$232K | – | 1072 |
|
|
2017
Q1 | $232K | Hold |
2,095
| – | – | 0.01% | 343 |
|
|
2016
Q4 | $217K | Hold |
2,095
| – | – | 0.01% | 349 |
|
|
2016
Q3 | $222K | Hold |
2,095
| – | – | 0.01% | 356 |
|
|
2016
Q2 | $226K | Buy |
2,095
+120
| +6% | +$12.9K | 0.01% | 339 |
|
|
2016
Q1 | $211K | Hold |
1,975
| – | – | 0.01% | 346 |
|
|
2015
Q4 | $164K | Hold |
1,975
| – | – | 0.01% | 407 |
|
|
2015
Q3 | $142K | Hold |
1,975
| – | – | 0.01% | 438 |
|
|
2015
Q2 | $162K | Hold |
1,975
| – | – | 0.01% | 457 |
|
|
2015
Q1 | $166K | Buy |
+1,975
| New | +$166K | 0.01% | 450 |
|