EWM
Evercore Wealth Management’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-276
| Closed | -$10K | – | 930 |
|
|
2017
Q3 | $10K | Hold |
276
| – | – | ﹤0.01% | 797 |
|
|
2017
Q2 | $11K | Hold |
276
| – | – | ﹤0.01% | 811 |
|
|
2017
Q1 | $13K | Sell |
276
-380
| -58% | -$17.9K | ﹤0.01% | 807 |
|
|
2016
Q4 | $27K | Sell |
656
-122
| -16% | -$5.02K | ﹤0.01% | 712 |
|
|
2016
Q3 | $25K | Buy |
778
+502
| +182% | +$16.1K | ﹤0.01% | 738 |
|
|
2016
Q2 | $8K | Buy |
+276
| New | +$8K | ﹤0.01% | 874 |
|
|
2014
Q2 | – | Sell |
-148
| Closed | -$5K | – | 1043 |
|
|
2014
Q1 | $5K | Buy |
+148
| New | +$5K | ﹤0.01% | 865 |
|