EWM
PHK
Evercore Wealth Management’s PIMCO High Income Fund PHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,505
| Closed | -$17K | – | 954 |
|
|
2014
Q3 | $17K | Hold |
1,505
| – | – | ﹤0.01% | 760 |
|
|
2014
Q2 | $21K | Hold |
1,505
| – | – | ﹤0.01% | 730 |
|
|
2014
Q1 | $19K | Hold |
1,505
| – | – | ﹤0.01% | 746 |
|
|
2013
Q4 | $17K | Hold |
1,505
| – | – | ﹤0.01% | 705 |
|
|
2013
Q3 | $18K | Buy |
1,505
+705
| +88% | +$8.43K | ﹤0.01% | 699 |
|
|
2013
Q2 | $9K | Buy |
+800
| New | +$9K | ﹤0.01% | 729 |
|