EWM
XLRN
Evercore Wealth Management’s Acceleron Pharma Inc. XLRN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-21,207
| Closed | -$3.65M | – | 436 |
|
2021
Q3 | $3.65M | Sell |
21,207
-2,460
| -10% | -$423K | 0.07% | 121 |
|
2021
Q2 | $2.97M | Hold |
23,667
| – | – | 0.05% | 141 |
|
2021
Q1 | $3.21M | Hold |
23,667
| – | – | 0.06% | 132 |
|
2020
Q4 | $3.03M | Sell |
23,667
-500
| -2% | -$64K | 0.07% | 126 |
|
2020
Q3 | $2.72M | Sell |
24,167
-1,000
| -4% | -$113K | 0.07% | 123 |
|
2020
Q2 | $2.4M | Sell |
25,167
-1,000
| -4% | -$95.3K | 0.06% | 130 |
|
2020
Q1 | $2.35M | Sell |
26,167
-6,575
| -20% | -$591K | 0.08% | 118 |
|
2019
Q4 | $1.74M | Hold |
32,742
| – | – | 0.05% | 166 |
|
2019
Q3 | $1.29M | Hold |
32,742
| – | – | 0.04% | 177 |
|
2019
Q2 | $1.35M | Hold |
32,742
| – | – | 0.04% | 172 |
|
2019
Q1 | $1.53M | Hold |
32,742
| – | – | 0.05% | 169 |
|
2018
Q4 | $1.43M | Hold |
32,742
| – | – | 0.05% | 159 |
|
2018
Q3 | $1.87M | Hold |
32,742
| – | – | 0.06% | 150 |
|
2018
Q2 | $1.59M | Hold |
32,742
| – | – | 0.05% | 159 |
|
2018
Q1 | $1.28M | Hold |
32,742
| – | – | 0.05% | 161 |
|
2017
Q4 | $1.39M | Hold |
32,742
| – | – | 0.05% | 167 |
|
2017
Q3 | $1.22M | Hold |
32,742
| – | – | 0.05% | 166 |
|
2017
Q2 | $995K | Hold |
32,742
| – | – | 0.04% | 178 |
|
2017
Q1 | $867K | Hold |
32,742
| – | – | 0.03% | 195 |
|
2016
Q4 | $836K | Hold |
32,742
| – | – | 0.03% | 194 |
|
2016
Q3 | $1.19M | Hold |
32,742
| – | – | 0.05% | 169 |
|
2016
Q2 | $1.11M | Hold |
32,742
| – | – | 0.05% | 166 |
|
2016
Q1 | $864K | Sell |
32,742
-2,300
| -7% | -$60.7K | 0.04% | 183 |
|
2015
Q4 | $1.71M | Buy |
35,042
+33,375
| +2,002% | +$1.63M | 0.08% | 141 |
|
2015
Q3 | $42K | Hold |
1,667
| – | – | ﹤0.01% | 614 |
|
2015
Q2 | $53K | Hold |
1,667
| – | – | ﹤0.01% | 626 |
|
2015
Q1 | $63K | Hold |
1,667
| – | – | ﹤0.01% | 598 |
|
2014
Q4 | $65K | Hold |
1,667
| – | – | ﹤0.01% | 526 |
|
2014
Q3 | $50K | Hold |
1,667
| – | – | ﹤0.01% | 612 |
|
2014
Q2 | $57K | Buy |
+1,667
| New | +$57K | ﹤0.01% | 595 |
|