EWM
Evercore Wealth Management’s Valmont Industries VMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-125
| Closed | -$21K | – | 779 |
|
|
2017
Q4 | $21K | Hold |
125
| – | – | ﹤0.01% | 723 |
|
|
2017
Q3 | $20K | Hold |
125
| – | – | ﹤0.01% | 717 |
|
|
2017
Q2 | $19K | Hold |
125
| – | – | ﹤0.01% | 730 |
|
|
2017
Q1 | $19K | Hold |
125
| – | – | ﹤0.01% | 761 |
|
|
2016
Q4 | $18K | Hold |
125
| – | – | ﹤0.01% | 764 |
|
|
2016
Q3 | $17K | Hold |
125
| – | – | ﹤0.01% | 798 |
|
|
2016
Q2 | $17K | Hold |
125
| – | – | ﹤0.01% | 782 |
|
|
2016
Q1 | $15K | Hold |
125
| – | – | ﹤0.01% | 766 |
|
|
2015
Q4 | $13K | Hold |
125
| – | – | ﹤0.01% | 827 |
|
|
2015
Q3 | $12K | Hold |
125
| – | – | ﹤0.01% | 815 |
|
|
2015
Q2 | $15K | Hold |
125
| – | – | ﹤0.01% | 843 |
|
|
2015
Q1 | $15K | Hold |
125
| – | – | ﹤0.01% | 823 |
|
|
2014
Q4 | $16K | Hold |
125
| – | – | ﹤0.01% | 700 |
|
|
2014
Q3 | $17K | Hold |
125
| – | – | ﹤0.01% | 762 |
|
|
2014
Q2 | $19K | Hold |
125
| – | – | ﹤0.01% | 746 |
|
|
2014
Q1 | $19K | Buy |
+125
| New | +$19K | ﹤0.01% | 749 |
|
|
2013
Q4 | – | Sell |
-22
| Closed | -$4K | – | 993 |
|
|
2013
Q3 | $4K | Sell |
22
-228
| -91% | -$41.5K | ﹤0.01% | 913 |
|
|
2013
Q2 | $36K | Buy |
+250
| New | +$36K | ﹤0.01% | 606 |
|