EWM
Evercore Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-80
| Closed | -$5K | – | 935 |
|
|
2017
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 893 |
|
|
2017
Q1 | $5K | Sell |
80
-25
| -24% | -$1.56K | ﹤0.01% | 883 |
|
|
2016
Q4 | $6K | Sell |
105
-47
| -31% | -$2.69K | ﹤0.01% | 874 |
|
|
2016
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 890 |
|
|
2016
Q2 | $6K | Buy |
+152
| New | +$6K | ﹤0.01% | 906 |
|
|
2013
Q4 | – | Sell |
-103
| Closed | -$4K | – | 956 |
|
|
2013
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 901 |
|