EWM
NXDT
Evercore Wealth Management’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-10,000
| Closed | -$219K | – | 437 |
|
2018
Q2 | $219K | Hold |
10,000
| – | – | 0.01% | 374 |
|
2018
Q1 | $230K | Hold |
10,000
| – | – | 0.01% | 328 |
|
2017
Q4 | $253K | Hold |
10,000
| – | – | 0.01% | 328 |
|
2017
Q3 | $230K | Hold |
10,000
| – | – | 0.01% | 344 |
|
2017
Q2 | $218K | Hold |
10,000
| – | – | 0.01% | 349 |
|
2017
Q1 | $229K | Hold |
10,000
| – | – | 0.01% | 345 |
|
2016
Q4 | $228K | Hold |
10,000
| – | – | 0.01% | 340 |
|
2016
Q3 | $222K | Buy |
+10,000
| New | +$222K | 0.01% | 355 |
|