EWM
Evercore Wealth Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,650
| Closed | -$24K | – | 980 |
|
|
2015
Q4 | $24K | Hold |
1,650
| – | – | ﹤0.01% | 732 |
|
|
2015
Q3 | $23K | Hold |
1,650
| – | – | ﹤0.01% | 718 |
|
|
2015
Q2 | $22K | Hold |
1,650
| – | – | ﹤0.01% | 776 |
|
|
2015
Q1 | $23K | Buy |
+1,650
| New | +$23K | ﹤0.01% | 766 |
|
|
2014
Q4 | – | Sell |
-1,650
| Closed | -$22K | – | 940 |
|
|
2014
Q3 | $22K | Hold |
1,650
| – | – | ﹤0.01% | 723 |
|
|
2014
Q2 | $23K | Hold |
1,650
| – | – | ﹤0.01% | 717 |
|
|
2014
Q1 | $22K | Hold |
1,650
| – | – | ﹤0.01% | 729 |
|
|
2013
Q4 | $21K | Hold |
1,650
| – | – | ﹤0.01% | 677 |
|
|
2013
Q3 | $21K | Hold |
1,650
| – | – | ﹤0.01% | 680 |
|
|
2013
Q2 | $23K | Buy |
+1,650
| New | +$23K | ﹤0.01% | 642 |
|