EWM
Evercore Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$10K | – | 995 |
|
|
2015
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 856 |
|
|
2015
Q3 | $10K | Sell |
1,000
-414
| -29% | -$4.14K | ﹤0.01% | 837 |
|
|
2015
Q2 | $15K | Buy |
1,414
+414
| +41% | +$4.39K | ﹤0.01% | 840 |
|
|
2015
Q1 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 852 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$12K | – | 960 |
|
|
2014
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 805 |
|
|
2014
Q2 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 802 |
|