EWM
Evercore Wealth Management’s Knowles KN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-232
| Closed | -$3K | – | 590 |
|
|
2017
Q4 | $3K | Hold |
232
| – | – | ﹤0.01% | 878 |
|
|
2017
Q3 | $4K | Hold |
232
| – | – | ﹤0.01% | 852 |
|
|
2017
Q2 | $4K | Hold |
232
| – | – | ﹤0.01% | 905 |
|
|
2017
Q1 | $4K | Sell |
232
-7,350
| -97% | -$127K | ﹤0.01% | 900 |
|
|
2016
Q4 | $127K | Buy |
7,582
+7,350
| +3,168% | +$123K | 0.01% | 449 |
|
|
2016
Q3 | $3K | Hold |
232
| – | – | ﹤0.01% | 978 |
|
|
2016
Q2 | $3K | Sell |
232
-401
| -63% | -$5.19K | ﹤0.01% | 979 |
|
|
2016
Q1 | $8K | Sell |
633
-1
| -0.2% | -$13 | ﹤0.01% | 823 |
|
|
2015
Q4 | $8K | Sell |
634
-66
| -9% | -$833 | ﹤0.01% | 876 |
|
|
2015
Q3 | $14K | Sell |
700
-100
| -13% | -$2K | ﹤0.01% | 797 |
|
|
2015
Q2 | $16K | Sell |
800
-800
| -50% | -$16K | ﹤0.01% | 830 |
|
|
2015
Q1 | $31K | Sell |
1,600
-127
| -7% | -$2.46K | ﹤0.01% | 709 |
|
|
2014
Q4 | $41K | Sell |
1,727
-2,294
| -57% | -$54.5K | ﹤0.01% | 571 |
|
|
2014
Q3 | $106K | Sell |
4,021
-1,789
| -31% | -$47.2K | 0.01% | 504 |
|
|
2014
Q2 | $180K | Sell |
5,810
-535
| -8% | -$16.6K | 0.01% | 405 |
|
|
2014
Q1 | $201K | Buy |
+6,345
| New | +$201K | 0.01% | 375 |
|