EWM
Evercore Wealth Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,000
| Closed | -$375K | – | 447 |
|
|
2021
Q4 | $375K | Hold |
15,000
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $361K | Hold |
15,000
| – | – | 0.01% | 334 |
|
|
2021
Q2 | $409K | Hold |
15,000
| – | – | 0.01% | 317 |
|
|
2021
Q1 | $300K | Hold |
15,000
| – | – | 0.01% | 363 |
|
|
2020
Q4 | $280K | Buy |
+15,000
| New | +$280K | 0.01% | 369 |
|