EWM
Evercore Wealth Management’s Waters Corp WAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-275
| Closed | -$53K | – | 793 |
|
|
2017
Q4 | $53K | Sell |
275
-25
| -8% | -$4.82K | ﹤0.01% | 573 |
|
|
2017
Q3 | $54K | Sell |
300
-123
| -29% | -$22.1K | ﹤0.01% | 565 |
|
|
2017
Q2 | $78K | Hold |
423
| – | – | ﹤0.01% | 515 |
|
|
2017
Q1 | $66K | Sell |
423
-9
| -2% | -$1.4K | ﹤0.01% | 551 |
|
|
2016
Q4 | $58K | Buy |
432
+402
| +1,340% | +$54K | ﹤0.01% | 577 |
|
|
2016
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 941 |
|
|
2016
Q2 | $4K | Sell |
30
-90
| -75% | -$12K | ﹤0.01% | 961 |
|
|
2016
Q1 | $16K | Hold |
120
| – | – | ﹤0.01% | 757 |
|
|
2015
Q4 | $16K | Buy |
+120
| New | +$16K | ﹤0.01% | 801 |
|
|
2014
Q4 | – | Sell |
-600
| Closed | -$59K | – | 1003 |
|
|
2014
Q3 | $59K | Hold |
600
| – | – | ﹤0.01% | 589 |
|
|
2014
Q2 | $63K | Hold |
600
| – | – | ﹤0.01% | 580 |
|
|
2014
Q1 | $65K | Hold |
600
| – | – | ﹤0.01% | 555 |
|
|
2013
Q4 | $60K | Hold |
600
| – | – | ﹤0.01% | 535 |
|
|
2013
Q3 | $64K | Sell |
600
-717
| -54% | -$76.5K | ﹤0.01% | 541 |
|
|
2013
Q2 | $132K | Buy |
+1,317
| New | +$132K | 0.01% | 449 |
|