EWM
Evercore Wealth Management’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-171
| Closed | -$20K | – | 580 |
|
|
2017
Q4 | $20K | Hold |
171
| – | – | ﹤0.01% | 731 |
|
|
2017
Q3 | $18K | Hold |
171
| – | – | ﹤0.01% | 728 |
|
|
2017
Q2 | $18K | Hold |
171
| – | – | ﹤0.01% | 735 |
|
|
2017
Q1 | $16K | Hold |
171
| – | – | ﹤0.01% | 782 |
|
|
2016
Q4 | $15K | Hold |
171
| – | – | ﹤0.01% | 789 |
|
|
2016
Q3 | $15K | Sell |
171
-122
| -42% | -$10.7K | ﹤0.01% | 819 |
|
|
2016
Q2 | $26K | Buy |
+293
| New | +$26K | ﹤0.01% | 711 |
|