EWM
Evercore Wealth Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$15K | – | 819 |
|
|
2017
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 765 |
|
|
2017
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 736 |
|
|
2017
Q2 | $14K | Sell |
500
-1,500
| -75% | -$42K | ﹤0.01% | 773 |
|
|
2017
Q1 | $15K | Sell |
2,000
-1,000
| -33% | -$7.5K | ﹤0.01% | 789 |
|
|
2016
Q4 | $26K | Sell |
3,000
-955
| -24% | -$8.28K | ﹤0.01% | 716 |
|
|
2016
Q3 | $40K | Hold |
3,955
| – | – | ﹤0.01% | 647 |
|
|
2016
Q2 | $38K | Buy |
3,955
+955
| +32% | +$9.18K | ﹤0.01% | 633 |
|
|
2016
Q1 | $33K | Sell |
3,000
-11,814
| -80% | -$130K | ﹤0.01% | 644 |
|
|
2015
Q4 | $157K | Buy |
14,814
+11,814
| +394% | +$125K | 0.01% | 416 |
|
|
2015
Q3 | $29K | Hold |
3,000
| – | – | ﹤0.01% | 677 |
|
|
2015
Q2 | $32K | Sell |
3,000
-250
| -8% | -$2.67K | ﹤0.01% | 712 |
|
|
2015
Q1 | $42K | Sell |
3,250
-9,468
| -74% | -$122K | ﹤0.01% | 654 |
|
|
2014
Q4 | $176K | Buy |
12,718
+218
| +2% | +$3.02K | 0.01% | 382 |
|
|
2014
Q3 | $165K | Sell |
12,500
-1,491
| -11% | -$19.7K | 0.01% | 432 |
|
|
2014
Q2 | $174K | Sell |
13,991
-2,732
| -16% | -$34K | 0.01% | 412 |
|
|
2014
Q1 | $189K | Buy |
16,723
+75
| +0.5% | +$848 | 0.01% | 385 |
|
|
2013
Q4 | $203K | Buy |
16,648
+789
| +5% | +$9.62K | 0.01% | 366 |
|
|
2013
Q3 | $163K | Buy |
15,859
+1,944
| +14% | +$20K | 0.01% | 415 |
|
|
2013
Q2 | $126K | Buy |
+13,915
| New | +$126K | 0.01% | 459 |
|