EWM
Evercore Wealth Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,087
| Closed | -$102K | – | 704 |
|
|
2017
Q4 | $102K | Hold |
1,087
| – | – | ﹤0.01% | 457 |
|
|
2017
Q3 | $100K | Hold |
1,087
| – | – | ﹤0.01% | 461 |
|
|
2017
Q2 | $101K | Hold |
1,087
| – | – | ﹤0.01% | 468 |
|
|
2017
Q1 | $100K | Buy |
1,087
+108
| +11% | +$9.94K | ﹤0.01% | 484 |
|
|
2016
Q4 | $92K | Sell |
979
-94
| -9% | -$8.83K | ﹤0.01% | 506 |
|
|
2016
Q3 | $105K | Buy |
1,073
+229
| +27% | +$22.4K | ﹤0.01% | 472 |
|
|
2016
Q2 | $84K | Hold |
844
| – | – | ﹤0.01% | 490 |
|
|
2016
Q1 | $80K | Hold |
844
| – | – | ﹤0.01% | 491 |
|
|
2015
Q4 | $77K | Sell |
844
-51
| -6% | -$4.65K | ﹤0.01% | 519 |
|
|
2015
Q3 | $76K | Buy |
895
+51
| +6% | +$4.33K | ﹤0.01% | 528 |
|
|
2015
Q2 | $71K | Hold |
844
| – | – | ﹤0.01% | 578 |
|
|
2015
Q1 | $80K | Buy |
+844
| New | +$80K | ﹤0.01% | 565 |
|
|
2014
Q2 | – | Sell |
-240
| Closed | -$17K | – | 1033 |
|
|
2014
Q1 | $17K | Buy |
240
+180
| +300% | +$12.8K | ﹤0.01% | 764 |
|
|
2013
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 811 |
|