EWM
Evercore Wealth Management’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-15
| Closed | -$1K | – | 990 |
|
|
2016
Q4 | $1K | Sell |
15
-1,672
| -99% | -$111K | ﹤0.01% | 967 |
|
|
2016
Q3 | $127K | Hold |
1,687
| – | – | 0.01% | 445 |
|
|
2016
Q2 | $126K | Buy |
1,687
+1,128
| +202% | +$84.2K | 0.01% | 427 |
|
|
2016
Q1 | $37K | Buy |
+559
| New | +$37K | ﹤0.01% | 625 |
|
|
2015
Q3 | – | Sell |
-148
| Closed | -$7K | – | 962 |
|
|
2015
Q2 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 955 |
|