EWM
Evercore Wealth Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,330
| Closed | -$92K | – | 806 |
|
|
2017
Q4 | $92K | Buy |
+2,330
| New | +$92K | ﹤0.01% | 479 |
|
|
2017
Q2 | – | Sell |
-61
| Closed | -$2K | – | 1041 |
|
|
2017
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 958 |
|
|
2016
Q4 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 957 |
|
|
2015
Q3 | – | Sell |
-404
| Closed | -$10K | – | 1056 |
|
|
2015
Q2 | $10K | Buy |
+404
| New | +$10K | ﹤0.01% | 912 |
|