EWM
Evercore Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-80
| Closed | -$10K | – | 1001 |
|
2015
Q2 | $10K | Hold |
80
| – | – | ﹤0.01% | 906 |
|
2015
Q1 | $9K | Buy |
+80
| New | +$9K | ﹤0.01% | 876 |
|
2014
Q4 | – | Sell |
-80
| Closed | -$7K | – | 900 |
|
2014
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 844 |
|
2014
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 871 |
|
2014
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 847 |
|
2013
Q4 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 789 |
|