EWM
FSD
Evercore Wealth Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,000
| Closed | -$74K | – | 1065 |
|
|
2016
Q2 | $74K | Hold |
5,000
| – | – | ﹤0.01% | 509 |
|
|
2016
Q1 | $73K | Hold |
5,000
| – | – | ﹤0.01% | 504 |
|
|
2015
Q4 | $70K | Hold |
5,000
| – | – | ﹤0.01% | 535 |
|
|
2015
Q3 | $70K | Hold |
5,000
| – | – | ﹤0.01% | 540 |
|
|
2015
Q2 | $78K | Hold |
5,000
| – | – | ﹤0.01% | 563 |
|
|
2015
Q1 | $82K | Buy |
+5,000
| New | +$82K | ﹤0.01% | 559 |
|