EWM
Evercore Wealth Management’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,105
| Closed | -$23K | – | 979 |
|
|
2014
Q3 | $23K | Buy |
2,105
+1,805
| +602% | +$19.7K | ﹤0.01% | 720 |
|
|
2014
Q2 | $4K | Sell |
300
-500
| -63% | -$6.67K | ﹤0.01% | 934 |
|
|
2014
Q1 | $11K | Hold |
800
| – | – | ﹤0.01% | 820 |
|
|
2013
Q4 | $12K | Buy |
800
+197
| +33% | +$2.96K | ﹤0.01% | 748 |
|
|
2013
Q3 | $9K | Buy |
+603
| New | +$9K | ﹤0.01% | 771 |
|