EWM
XL
Evercore Wealth Management’s XL Group Ltd. XL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$39K | – | 1059 |
|
|
2015
Q4 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 643 |
|
|
2015
Q3 | $36K | Sell |
1,000
-800
| -44% | -$28.8K | ﹤0.01% | 648 |
|
|
2015
Q2 | $67K | Hold |
1,800
| – | – | ﹤0.01% | 589 |
|
|
2015
Q1 | $66K | Hold |
1,800
| – | – | ﹤0.01% | 593 |
|
|
2014
Q4 | $61K | Hold |
1,800
| – | – | ﹤0.01% | 534 |
|
|
2014
Q3 | $60K | Hold |
1,800
| – | – | ﹤0.01% | 586 |
|
|
2014
Q2 | $59K | Hold |
1,800
| – | – | ﹤0.01% | 590 |
|
|
2014
Q1 | $56K | Hold |
1,800
| – | – | ﹤0.01% | 580 |
|
|
2013
Q4 | $57K | Hold |
1,800
| – | – | ﹤0.01% | 545 |
|
|
2013
Q3 | $56K | Hold |
1,800
| – | – | ﹤0.01% | 562 |
|
|
2013
Q2 | $54K | Buy |
+1,800
| New | +$54K | ﹤0.01% | 560 |
|