EWM
VWTR
Evercore Wealth Management’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$30K | – | 1052 |
|
|
2016
Q4 | $30K | Sell |
2,000
-3,900
| -66% | -$58.5K | ﹤0.01% | 692 |
|
|
2016
Q3 | $70K | Hold |
5,900
| – | – | ﹤0.01% | 541 |
|
|
2016
Q2 | $56K | Hold |
5,900
| – | – | ﹤0.01% | 561 |
|
|
2016
Q1 | $60K | Hold |
5,900
| – | – | ﹤0.01% | 537 |
|
|
2015
Q4 | $61K | Buy |
+5,900
| New | +$61K | ﹤0.01% | 559 |
|
|
2014
Q4 | – | Sell |
-11,000
| Closed | -$220K | – | 1017 |
|
|
2014
Q3 | $220K | Hold |
11,000
| – | – | 0.01% | 377 |
|
|
2014
Q2 | $262K | Hold |
11,000
| – | – | 0.01% | 352 |
|
|
2014
Q1 | $286K | Hold |
11,000
| – | – | 0.02% | 329 |
|
|
2013
Q4 | $254K | Buy |
11,000
+5,000
| +83% | +$115K | 0.01% | 342 |
|
|
2013
Q3 | $130K | Hold |
6,000
| – | – | 0.01% | 448 |
|
|
2013
Q2 | $126K | Buy |
+6,000
| New | +$126K | 0.01% | 460 |
|