Evercore Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Evercore Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 14, 2020	SELL	$22.29 - $38.7 $95,958 - $166,603	-4,305 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$33.63 - $38.03 $13,788 - $15,592	410 Added 10.53%	4,305 $326,000
Q3 2019 Nov 14, 2019	BUY	$34.78 - $36.12 $135,468 - $140,687	3,895 New	3,895 $272,000
Q1 2018 May 15, 2018	SELL	N/A	-2,210 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	2,210	2,210 $149,000

1,251

274M

66.4K

2.7K

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Evercore Wealth Management, LLC with notifications on news.