Evercore Wealth Management’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-400
| Closed | -$21K | – | 915 |
|
|
2017
Q4 | $21K | Hold |
400
| – | – | ﹤0.01% | 728 |
|
|
2017
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 719 |
|
|
2017
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 724 |
|
|
2017
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 764 |
|
|
2016
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 787 |
|
|
2016
Q3 | $16K | Hold |
400
| – | – | ﹤0.01% | 814 |
|
|
2016
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 803 |
|
|
2016
Q1 | $15K | Hold |
400
| – | – | ﹤0.01% | 770 |
|
|
2015
Q4 | $15K | Hold |
400
| – | – | ﹤0.01% | 814 |
|
|
2015
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 805 |
|
|
2015
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 845 |
|
|
2015
Q1 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 818 |
|