EWM
NXZ
Evercore Wealth Management’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$22K | – | 1070 |
|
|
2016
Q1 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 711 |
|
|
2015
Q4 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 764 |
|
|
2015
Q3 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 748 |
|
|
2015
Q2 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 797 |
|
|
2015
Q1 | $21K | Buy |
+1,500
| New | +$21K | ﹤0.01% | 782 |
|
|
2014
Q4 | – | Sell |
-1,500
| Closed | -$21K | – | 1032 |
|
|
2014
Q3 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 733 |
|
|
2014
Q2 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 736 |
|
|
2014
Q1 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 743 |
|
|
2013
Q4 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 689 |
|
|
2013
Q3 | $19K | Buy |
+1,500
| New | +$19K | ﹤0.01% | 697 |
|