Evercore Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Evercore Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$67.56 - $71.9 $118,838 - $126,472	1,759 Added 51.46%	5,177 $351,000
Q4 2022 Feb 14, 2023	SELL	$62.9 - $67.01 $84,223 - $89,726	-1,339 Reduced 28.15%	3,418 $219,000
Q2 2021 Aug 16, 2021	SELL	$79.92 - $87.25 $76,483 - $83,498	-957 Reduced 16.75%	4,757 $412,000
Q4 2018 Feb 13, 2019	BUY	N/A	500 Added 9.59%	5,714 $267,000
Q2 2018 Aug 14, 2018	SELL	N/A	-500 Reduced 8.75%	5,214 $276,000
Q3 2017 Nov 13, 2017	BUY	N/A	5,714	5,714 $292,000

500

30.4M

1.3K

200

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