EWM
Evercore Wealth Management’s CNO Financial Group CNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-446
| Closed | -$9K | – | 975 |
|
|
2017
Q1 | $9K | Buy |
+446
| New | +$9K | ﹤0.01% | 833 |
|
|
2016
Q4 | – | Sell |
-800
| Closed | -$12K | – | 1024 |
|
|
2016
Q3 | $12K | Buy |
+800
| New | +$12K | ﹤0.01% | 849 |
|
|
2015
Q3 | – | Sell |
-2,498
| Closed | -$45K | – | 963 |
|
|
2015
Q2 | $45K | Buy |
2,498
+2,090
| +512% | +$37.7K | ﹤0.01% | 655 |
|
|
2015
Q1 | $7K | Buy |
+408
| New | +$7K | ﹤0.01% | 900 |
|
|
2014
Q3 | – | Sell |
-828
| Closed | -$15K | – | 943 |
|
|
2014
Q2 | $15K | Hold |
828
| – | – | ﹤0.01% | 779 |
|
|
2014
Q1 | $15K | Buy |
+828
| New | +$15K | ﹤0.01% | 778 |
|