EWM
Evercore Wealth Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-180
| Closed | -$6K | – | 1044 |
|
|
2016
Q4 | $6K | Sell |
180
-150
| -45% | -$5K | ﹤0.01% | 875 |
|
|
2016
Q3 | $9K | Hold |
330
| – | – | ﹤0.01% | 880 |
|
|
2016
Q2 | $8K | Buy |
+330
| New | +$8K | ﹤0.01% | 875 |
|
|
2013
Q4 | – | Sell |
-143
| Closed | -$3K | – | 995 |
|
|
2013
Q3 | $3K | Buy |
+143
| New | +$3K | ﹤0.01% | 938 |
|