EWM
Evercore Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,650
| Closed | -$25K | – | 982 |
|
|
2015
Q4 | $25K | Hold |
1,650
| – | – | ﹤0.01% | 725 |
|
|
2015
Q3 | $24K | Hold |
1,650
| – | – | ﹤0.01% | 710 |
|
|
2015
Q2 | $23K | Hold |
1,650
| – | – | ﹤0.01% | 770 |
|
|
2015
Q1 | $24K | Buy |
+1,650
| New | +$24K | ﹤0.01% | 757 |
|
|
2014
Q4 | – | Sell |
-1,650
| Closed | -$23K | – | 945 |
|
|
2014
Q3 | $23K | Hold |
1,650
| – | – | ﹤0.01% | 716 |
|
|
2014
Q2 | $24K | Hold |
1,650
| – | – | ﹤0.01% | 712 |
|
|
2014
Q1 | $23K | Hold |
1,650
| – | – | ﹤0.01% | 725 |
|
|
2013
Q4 | $22K | Hold |
1,650
| – | – | ﹤0.01% | 668 |
|
|
2013
Q3 | $22K | Hold |
1,650
| – | – | ﹤0.01% | 673 |
|
|
2013
Q2 | $24K | Buy |
+1,650
| New | +$24K | ﹤0.01% | 635 |
|