EWM
Evercore Wealth Management’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,377
| Closed | -$26K | – | 956 |
|
|
2017
Q2 | $26K | Sell |
1,377
-365
| -21% | -$6.89K | ﹤0.01% | 672 |
|
|
2017
Q1 | $35K | Buy |
1,742
+915
| +111% | +$18.4K | ﹤0.01% | 662 |
|
|
2016
Q4 | $18K | Hold |
827
| – | – | ﹤0.01% | 765 |
|
|
2016
Q3 | $17K | Sell |
827
-350
| -30% | -$7.2K | ﹤0.01% | 799 |
|
|
2016
Q2 | $23K | Buy |
1,177
+608
| +107% | +$11.9K | ﹤0.01% | 729 |
|
|
2016
Q1 | $11K | Hold |
569
| – | – | ﹤0.01% | 800 |
|
|
2015
Q4 | $10K | Buy |
+569
| New | +$10K | ﹤0.01% | 857 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$3K | – | 1046 |
|
|
2014
Q1 | $3K | Sell |
200
-21,996
| -99% | -$330K | ﹤0.01% | 885 |
|
|
2013
Q4 | $382K | Buy |
22,196
+1,837
| +9% | +$31.6K | 0.02% | 294 |
|
|
2013
Q3 | $380K | Buy |
20,359
+1,946
| +11% | +$36.3K | 0.02% | 314 |
|
|
2013
Q2 | $315K | Buy |
+18,413
| New | +$315K | 0.02% | 347 |
|