Evercore Wealth Management’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-638
| Closed | -$22K | – | 534 |
|
|
2017
Q4 | $22K | Hold |
638
| – | – | ﹤0.01% | 714 |
|
|
2017
Q3 | $22K | Hold |
638
| – | – | ﹤0.01% | 698 |
|
|
2017
Q2 | $23K | Hold |
638
| – | – | ﹤0.01% | 694 |
|
|
2017
Q1 | $19K | Hold |
638
| – | – | ﹤0.01% | 755 |
|
|
2016
Q4 | $15K | Hold |
638
| – | – | ﹤0.01% | 788 |
|
|
2016
Q3 | $20K | Hold |
638
| – | – | ﹤0.01% | 770 |
|
|
2016
Q2 | $19K | Buy |
+638
| New | +$19K | ﹤0.01% | 764 |
|