EWM
Evercore Wealth Management’s World Kinect Corp WKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-220
| Closed | -$8K | – | 954 |
|
|
2017
Q2 | $8K | Hold |
220
| – | – | ﹤0.01% | 851 |
|
|
2017
Q1 | $8K | Hold |
220
| – | – | ﹤0.01% | 845 |
|
|
2016
Q4 | $10K | Hold |
220
| – | – | ﹤0.01% | 828 |
|
|
2016
Q3 | $10K | Hold |
220
| – | – | ﹤0.01% | 871 |
|
|
2016
Q2 | $10K | Buy |
+220
| New | +$10K | ﹤0.01% | 852 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$28K | – | 1043 |
|
|
2014
Q4 | $28K | Buy |
+600
| New | +$28K | ﹤0.01% | 623 |
|
|
2013
Q4 | – | Sell |
-73
| Closed | -$2K | – | 998 |
|
|
2013
Q3 | $2K | Sell |
73
-1,469
| -95% | -$40.2K | ﹤0.01% | 969 |
|
|
2013
Q2 | $62K | Buy |
+1,542
| New | +$62K | ﹤0.01% | 543 |
|