EWM
Evercore Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-501
| Closed | -$20K | – | 1040 |
|
|
2016
Q1 | $20K | Hold |
501
| – | – | ﹤0.01% | 724 |
|
|
2015
Q4 | $20K | Hold |
501
| – | – | ﹤0.01% | 770 |
|
|
2015
Q3 | $19K | Hold |
501
| – | – | ﹤0.01% | 753 |
|
|
2015
Q2 | $21K | Hold |
501
| – | – | ﹤0.01% | 787 |
|
|
2015
Q1 | $21K | Buy |
+501
| New | +$21K | ﹤0.01% | 779 |
|