EWM
Evercore Wealth Management’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-550
| Closed | -$8K | – | 1038 |
|
|
2017
Q1 | $8K | Buy |
+550
| New | +$8K | ﹤0.01% | 844 |
|
|
2015
Q3 | – | Sell |
-935
| Closed | -$12K | – | 1054 |
|
|
2015
Q2 | $12K | Hold |
935
| – | – | ﹤0.01% | 876 |
|
|
2015
Q1 | $12K | Hold |
935
| – | – | ﹤0.01% | 855 |
|
|
2014
Q4 | $10K | Hold |
935
| – | – | ﹤0.01% | 747 |
|
|
2014
Q3 | $21K | Hold |
935
| – | – | ﹤0.01% | 731 |
|
|
2014
Q2 | $29K | Buy |
935
+220
| +31% | +$6.82K | ﹤0.01% | 686 |
|
|
2014
Q1 | $18K | Buy |
715
+305
| +74% | +$7.68K | ﹤0.01% | 758 |
|
|
2013
Q4 | $11K | Buy |
410
+260
| +173% | +$6.98K | ﹤0.01% | 754 |
|
|
2013
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 914 |
|