EWM
Evercore Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-75,020
| Closed | -$878K | – | 405 |
|
|
2018
Q3 | $878K | Hold |
75,020
| – | – | 0.03% | 215 |
|
|
2018
Q2 | $923K | Hold |
75,020
| – | – | 0.03% | 210 |
|
|
2018
Q1 | $979K | Hold |
75,020
| – | – | 0.04% | 185 |
|
|
2017
Q4 | $964K | Hold |
75,020
| – | – | 0.04% | 192 |
|
|
2017
Q3 | $948K | Hold |
75,020
| – | – | 0.04% | 184 |
|
|
2017
Q2 | $920K | Hold |
75,020
| – | – | 0.04% | 190 |
|
|
2017
Q1 | $925K | Hold |
75,020
| – | – | 0.04% | 186 |
|
|
2016
Q4 | $854K | Hold |
75,020
| – | – | 0.04% | 192 |
|
|
2016
Q3 | $979K | Buy |
+75,020
| New | +$979K | 0.04% | 175 |
|