EVERCORE WEALTH MANAGEMENT, LLC – Brookfield Asset Management Ltd. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$796,000
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.05%
quarter
Brookfield Asset Management Ltd. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -69K | $40.89 | 19.46K | |
| Q2 2022 | share | 0.00% | 0 shares | -236K | $44.47 | 19.46K | |
| Q1 2022 | share | Decrease | -48.69% | -18.47K shares | -1.18M | $56.57 | 19.46K |
| Q4 2021 | share | Decrease | -0.95% | -362 shares | 241K | $60.53 | 37.93K |
| Q3 2021 | share | Decrease | -0.40% | -155 shares | 89K | $53.39 | 38.29K |
| Q2 2021 | share | Decrease | -2.53% | -1K shares | 205K | $50.75 | 38.44K |
| Q1 2021 | share | Decrease | -2.55% | -1.03K shares | 85K | $44.04 | 39.44K |
| Q4 2020 | share | 0.00% | 0 shares | 332K | $40.72 | 40.48K | |
| Q3 2020 | share | 0.00% | 0 shares | 6K | $32.53 | 40.48K | |
| Q2 2020 | share | Decrease | -0.00% | -2 shares | 138K | $32.11 | 40.48K |
| Q1 2020 | share | Increase | +22.57% | 7.45K shares | -79K | $28.68 | 40.48K |
| Q4 2019 | share | Increase | +30.00% | 7.62K shares | 374K | $37.36 | 33.02K |
| Q3 2019 | share | Decrease | -2.59% | -675 shares | 68K | $34.22 | 25.40K |
| Q2 2019 | share | Decrease | -9.73% | -2.81K shares | -68K | $30.7 | 26.08K |
| Q1 2019 | share | Increase | +206.85% | 19.47K shares | 658K | $29.87 | 28.89K |
| Q4 2018 | share | 0.00% | 0 shares | -39K | $24.47 | 9.41K | |
| Q3 2018 | share | Increase | 0.00% | 9.41K shares | 280K | $28.32 | 9.41K |
| Q1 2018 | share | Decrease | -100.00% | -7.65K shares | -222K | $24.62 | 0 |
| Q4 2017 | share | Increase | +78.89% | 3.37K shares | 105K | $27.39 | 7.65K |
| Q3 2017 | share | 0.00% | 0 shares | 5K | $25.89 | 4.27K | |
| Q2 2017 | share | Decrease | -1.84% | -80 shares | 6K | $24.49 | 4.27K |
| Q1 2017 | share | 0.00% | 0 shares | 10K | $22.69 | 4.35K | |
| Q4 2016 | share | Decrease | -16.47% | -859 shares | -26K | $20.47 | 4.35K |
| Q3 2016 | share | Increase | +8.69% | 417 shares | 16K | $21.73 | 5.21K |
| Q2 2016 | share | Decrease | -11.11% | -600 shares | -19K | $20.35 | 4.8K |
| Q1 2016 | share | Decrease | -29.41% | -2.25K shares | -36K | $21.33 | 5.4K |