EWM
Evercore Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-700
| Closed | -$18K | – | 671 |
|
|
2017
Q4 | $18K | Buy |
+700
| New | +$18K | ﹤0.01% | 742 |
|
|
2017
Q3 | – | Sell |
-3,500
| Closed | -$15K | – | 933 |
|
|
2017
Q2 | $15K | Hold |
3,500
| – | – | ﹤0.01% | 758 |
|
|
2017
Q1 | $14K | Hold |
3,500
| – | – | ﹤0.01% | 797 |
|
|
2016
Q4 | $13K | Hold |
3,500
| – | – | ﹤0.01% | 803 |
|
|
2016
Q3 | $14K | Hold |
3,500
| – | – | ﹤0.01% | 831 |
|
|
2016
Q2 | $13K | Hold |
3,500
| – | – | ﹤0.01% | 824 |
|
|
2016
Q1 | $14K | Hold |
3,500
| – | – | ﹤0.01% | 772 |
|
|
2015
Q4 | $17K | Hold |
3,500
| – | – | ﹤0.01% | 789 |
|
|
2015
Q3 | $14K | Hold |
3,500
| – | – | ﹤0.01% | 800 |
|
|
2015
Q2 | $19K | Hold |
3,500
| – | – | ﹤0.01% | 801 |
|
|
2015
Q1 | $20K | Buy |
+3,500
| New | +$20K | ﹤0.01% | 784 |
|
|
2014
Q4 | – | Sell |
-3,500
| Closed | -$22K | – | 951 |
|
|
2014
Q3 | $22K | Hold |
3,500
| – | – | ﹤0.01% | 724 |
|
|
2014
Q2 | $24K | Hold |
3,500
| – | – | ﹤0.01% | 713 |
|
|
2014
Q1 | $25K | Hold |
3,500
| – | – | ﹤0.01% | 710 |
|
|
2013
Q4 | $22K | Hold |
3,500
| – | – | ﹤0.01% | 669 |
|
|
2013
Q3 | $22K | Hold |
3,500
| – | – | ﹤0.01% | 675 |
|
|
2013
Q2 | $19K | Buy |
+3,500
| New | +$19K | ﹤0.01% | 670 |
|