EWM
FVL
Evercore Wealth Management’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$12K | – | 866 |
|
|
2017
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 792 |
|
|
2017
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 786 |
|
|
2017
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 813 |
|
|
2017
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 818 |
|
|
2016
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 818 |
|
|
2016
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 872 |
|
|
2016
Q2 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 854 |
|