EWM
Evercore Wealth Management’s Genworth Financial GNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$4K | – | 1003 |
|
|
2017
Q1 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 897 |
|
|
2015
Q4 | – | Sell |
-4,528
| Closed | -$21K | – | 1031 |
|
|
2015
Q3 | $21K | Hold |
4,528
| – | – | ﹤0.01% | 730 |
|
|
2015
Q2 | $34K | Hold |
4,528
| – | – | ﹤0.01% | 699 |
|
|
2015
Q1 | $33K | Sell |
4,528
-200
| -4% | -$1.46K | ﹤0.01% | 686 |
|
|
2014
Q4 | $40K | Buy |
+4,728
| New | +$40K | ﹤0.01% | 573 |
|
|
2014
Q3 | – | Sell |
-95
| Closed | -$2K | – | 955 |
|
|
2014
Q2 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 975 |
|