EWM
Evercore Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-28
| Closed | -$4K | – | 573 |
|
|
2017
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 860 |
|
|
2017
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 867 |
|
|
2017
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 924 |
|
|
2017
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 925 |
|
|
2016
Q1 | – | Sell |
-480
| Closed | -$52K | – | 975 |
|
|
2015
Q4 | $52K | Hold |
480
| – | – | ﹤0.01% | 589 |
|
|
2015
Q3 | $49K | Buy |
+480
| New | +$49K | ﹤0.01% | 589 |
|