EWM
Evercore Wealth Management’s Kohl's KSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-210
| Closed | -$11K | – | 592 |
|
|
2017
Q4 | $11K | Sell |
210
-54
| -20% | -$2.83K | ﹤0.01% | 800 |
|
|
2017
Q3 | $12K | Hold |
264
| – | – | ﹤0.01% | 774 |
|
|
2017
Q2 | $10K | Sell |
264
-336
| -56% | -$12.7K | ﹤0.01% | 818 |
|
|
2017
Q1 | $24K | Buy |
600
+164
| +38% | +$6.56K | ﹤0.01% | 725 |
|
|
2016
Q4 | $22K | Sell |
436
-1,471
| -77% | -$74.2K | ﹤0.01% | 740 |
|
|
2016
Q3 | $84K | Buy |
1,907
+475
| +33% | +$20.9K | ﹤0.01% | 508 |
|
|
2016
Q2 | $55K | Buy |
1,432
+776
| +118% | +$29.8K | ﹤0.01% | 565 |
|
|
2016
Q1 | $30K | Hold |
656
| – | – | ﹤0.01% | 659 |
|
|
2015
Q4 | $32K | Buy |
656
+456
| +228% | +$22.2K | ﹤0.01% | 675 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 836 |
|
|
2015
Q2 | $12K | Sell |
200
-127
| -39% | -$7.62K | ﹤0.01% | 871 |
|
|
2015
Q1 | $26K | Buy |
327
+127
| +64% | +$10.1K | ﹤0.01% | 739 |
|
|
2014
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 726 |
|
|
2014
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 803 |
|
|
2014
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 836 |
|