EWM
Evercore Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,182
| Closed | -$62K | – | 981 |
|
|
2015
Q4 | $62K | Hold |
3,182
| – | – | ﹤0.01% | 556 |
|
|
2015
Q3 | $65K | Hold |
3,182
| – | – | ﹤0.01% | 547 |
|
|
2015
Q2 | $70K | Hold |
3,182
| – | – | ﹤0.01% | 579 |
|
|
2015
Q1 | $77K | Buy |
+3,182
| New | +$77K | ﹤0.01% | 571 |
|