EWM
YHOO
Evercore Wealth Management’s Yahoo Inc YHOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,950
| Closed | -$183K | – | 1070 |
|
|
2017
Q1 | $183K | Sell |
3,950
-561
| -12% | -$26K | 0.01% | 379 |
|
|
2016
Q4 | $174K | Buy |
4,511
+2,821
| +167% | +$109K | 0.01% | 398 |
|
|
2016
Q3 | $73K | Hold |
1,690
| – | – | ﹤0.01% | 533 |
|
|
2016
Q2 | $63K | Hold |
1,690
| – | – | ﹤0.01% | 534 |
|
|
2016
Q1 | $62K | Hold |
1,690
| – | – | ﹤0.01% | 531 |
|
|
2015
Q4 | $56K | Sell |
1,690
-555
| -25% | -$18.4K | ﹤0.01% | 573 |
|
|
2015
Q3 | $65K | Hold |
2,245
| – | – | ﹤0.01% | 549 |
|
|
2015
Q2 | $88K | Sell |
2,245
-200
| -8% | -$7.84K | ﹤0.01% | 545 |
|
|
2015
Q1 | $108K | Hold |
2,445
| – | – | 0.01% | 515 |
|
|
2014
Q4 | $124K | Buy |
2,445
+1,745
| +249% | +$88.5K | 0.01% | 429 |
|
|
2014
Q3 | $28K | Hold |
700
| – | – | ﹤0.01% | 692 |
|
|
2014
Q2 | $25K | Buy |
700
+200
| +40% | +$7.14K | ﹤0.01% | 709 |
|
|
2014
Q1 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 761 |
|
|
2013
Q4 | – | Sell |
-165
| Closed | -$5K | – | 1023 |
|
|
2013
Q3 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 866 |
|