EWM
Evercore Wealth Management’s Korn Ferry KFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,708
| Closed | -$57K | – | 1042 |
|
|
2015
Q3 | $57K | Hold |
1,708
| – | – | ﹤0.01% | 560 |
|
|
2015
Q2 | $59K | Sell |
1,708
-1,522
| -47% | -$52.6K | ﹤0.01% | 608 |
|
|
2015
Q1 | $107K | Hold |
3,230
| – | – | ﹤0.01% | 516 |
|
|
2014
Q4 | $93K | Hold |
3,230
| – | – | ﹤0.01% | 474 |
|
|
2014
Q3 | $81K | Hold |
3,230
| – | – | ﹤0.01% | 540 |
|
|
2014
Q2 | $95K | Sell |
3,230
-1,000
| -24% | -$29.4K | ﹤0.01% | 520 |
|
|
2014
Q1 | $126K | Sell |
4,230
-1,770
| -30% | -$52.7K | 0.01% | 441 |
|
|
2013
Q4 | $156K | Sell |
6,000
-2,166
| -27% | -$56.3K | 0.01% | 393 |
|
|
2013
Q3 | $175K | Sell |
8,166
-10,834
| -57% | -$232K | 0.01% | 409 |
|
|
2013
Q2 | $356K | Buy |
+19,000
| New | +$356K | 0.02% | 329 |
|