EWM
Evercore Wealth Management’s Franklin Covey FC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,000
| Closed | -$20K | – | 1016 |
|
|
2014
Q1 | $20K | Sell |
1,000
-2,000
| -67% | -$40K | ﹤0.01% | 740 |
|
|
2013
Q4 | $60K | Hold |
3,000
| – | – | ﹤0.01% | 534 |
|
|
2013
Q3 | $54K | Sell |
3,000
-1,000
| -25% | -$18K | ﹤0.01% | 563 |
|
|
2013
Q2 | $54K | Buy |
+4,000
| New | +$54K | ﹤0.01% | 556 |
|