EWM
Evercore Wealth Management’s VanEck Natural Resources ETF HAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-400
| Closed | -$11K | – | 1026 |
|
|
2016
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 795 |
|
|
2015
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 842 |
|
|
2015
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 823 |
|
|
2015
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 858 |
|
|
2015
Q1 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 842 |
|
|
2014
Q4 | – | Sell |
-400
| Closed | -$15K | – | 909 |
|
|
2014
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 774 |
|
|
2014
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 771 |
|
|
2014
Q1 | $15K | Hold |
400
| – | – | ﹤0.01% | 780 |
|
|
2013
Q4 | $15K | Hold |
400
| – | – | ﹤0.01% | 723 |
|
|
2013
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 718 |
|
|
2013
Q2 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 701 |
|