EWM
Evercore Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-400
| Closed | -$22K | – | 1039 |
|
|
2016
Q1 | $22K | Hold |
400
| – | – | ﹤0.01% | 707 |
|
|
2015
Q4 | $21K | Hold |
400
| – | – | ﹤0.01% | 759 |
|
|
2015
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 742 |
|
|
2015
Q2 | $23K | Hold |
400
| – | – | ﹤0.01% | 771 |
|
|
2015
Q1 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 758 |
|