EWM
Evercore Wealth Management’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-367
| Closed | -$91K | – | 544 |
|
|
2017
Q4 | $91K | Sell |
367
-20
| -5% | -$4.96K | ﹤0.01% | 482 |
|
|
2017
Q3 | $94K | Hold |
387
| – | – | ﹤0.01% | 477 |
|
|
2017
Q2 | $93K | Buy |
387
+367
| +1,835% | +$88.2K | ﹤0.01% | 476 |
|
|
2017
Q1 | $4K | Sell |
20
-11
| -35% | -$2.2K | ﹤0.01% | 898 |
|
|
2016
Q4 | $6K | Buy |
31
+11
| +55% | +$2.13K | ﹤0.01% | 871 |
|
|
2016
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 955 |
|
|
2016
Q2 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 948 |
|