EWM
Evercore Wealth Management’s Vodafone VOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-15,703
| Closed | -$499K | – | 1071 |
|
|
2015
Q3 | $499K | Sell |
15,703
-2,350
| -13% | -$74.7K | 0.02% | 255 |
|
|
2015
Q2 | $659K | Sell |
18,053
-304
| -2% | -$11.1K | 0.03% | 242 |
|
|
2015
Q1 | $598K | Buy |
18,357
+1,540
| +9% | +$50.2K | 0.03% | 247 |
|
|
2014
Q4 | $575K | Sell |
16,817
-9,731
| -37% | -$333K | 0.03% | 223 |
|
|
2014
Q3 | $875K | Sell |
26,548
-2,662
| -9% | -$87.7K | 0.04% | 194 |
|
|
2014
Q2 | $979K | Buy |
29,210
+425
| +1% | +$14.2K | 0.05% | 191 |
|
|
2014
Q1 | $1.06M | Sell |
28,785
-23,677
| -45% | -$870K | 0.06% | 181 |
|
|
2013
Q4 | $2.06M | Sell |
52,462
-24,779
| -32% | -$975K | 0.11% | 136 |
|
|
2013
Q3 | $2.72M | Sell |
77,241
-1,654
| -2% | -$58.2K | 0.16% | 140 |
|
|
2013
Q2 | $2.27M | Buy |
+78,895
| New | +$2.27M | 0.13% | 151 |
|