EWM
Evercore Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-272
| Closed | -$44K | – | 1031 |
|
|
2017
Q1 | $44K | Hold |
272
| – | – | ﹤0.01% | 626 |
|
|
2016
Q4 | $40K | Hold |
272
| – | – | ﹤0.01% | 646 |
|
|
2016
Q3 | $42K | Hold |
272
| – | – | ﹤0.01% | 638 |
|
|
2016
Q2 | $41K | Hold |
272
| – | – | ﹤0.01% | 614 |
|
|
2016
Q1 | $39K | Hold |
272
| – | – | ﹤0.01% | 616 |
|
|
2015
Q4 | $42K | Hold |
272
| – | – | ﹤0.01% | 624 |
|
|
2015
Q3 | $38K | Buy |
+272
| New | +$38K | ﹤0.01% | 636 |
|