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

Evercore Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $159,333 - $175,880	-3,070 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$44.9 - $48.34 $5,432 - $5,849	121 Added 4.1%	3,070 $295,000
Q3 2020 Nov 16, 2020	BUY	$37.26 - $43.03 $447 - $516	12 Added 0.41%	2,949 $238,000
Q2 2020 Aug 13, 2020	BUY	$29.25 - $38.76 $85,907 - $113,838	2,937 New	2,937 $218,000
Q4 2018 Feb 13, 2019	SELL	N/A	-6,067 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	6,067	6,067 $364,000

1,353

349M

34.3K

1.2K

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