EWM
Evercore Wealth Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,452
| Closed | -$291K | – | 437 |
|
|
2021
Q1 | $291K | Sell |
8,452
-582
| -6% | -$20K | 0.01% | 369 |
|
|
2020
Q4 | $308K | Buy |
9,034
+182
| +2% | +$6.21K | 0.01% | 354 |
|
|
2020
Q3 | $263K | Sell |
8,852
-12,893
| -59% | -$383K | 0.01% | 326 |
|
|
2020
Q2 | $627K | Hold |
21,745
| – | – | 0.02% | 242 |
|
|
2020
Q1 | $582K | Hold |
21,745
| – | – | 0.02% | 225 |
|
|
2019
Q4 | $843K | Hold |
21,745
| – | – | 0.02% | 226 |
|
|
2019
Q3 | $859K | Hold |
21,745
| – | – | 0.03% | 224 |
|
|
2019
Q2 | $843K | Hold |
21,745
| – | – | 0.03% | 224 |
|
|
2019
Q1 | $854K | Sell |
21,745
-1,040
| -5% | -$40.8K | 0.03% | 216 |
|
|
2018
Q4 | $805K | Sell |
22,785
-218
| -0.9% | -$7.7K | 0.03% | 202 |
|
|
2018
Q3 | $880K | Sell |
23,003
-3,737
| -14% | -$143K | 0.03% | 214 |
|
|
2018
Q2 | $1.05M | Buy |
26,740
+1,040
| +4% | +$40.7K | 0.04% | 190 |
|
|
2018
Q1 | $1.03M | Hold |
25,700
| – | – | 0.04% | 181 |
|
|
2017
Q4 | $1.04M | Sell |
25,700
-700
| -3% | -$28.4K | 0.04% | 182 |
|
|
2017
Q3 | $1.01M | Sell |
26,400
-4,700
| -15% | -$180K | 0.04% | 176 |
|
|
2017
Q2 | $1.19M | Sell |
31,100
-940
| -3% | -$35.8K | 0.05% | 167 |
|
|
2017
Q1 | $1.2M | Sell |
32,040
-7,400
| -19% | -$277K | 0.05% | 165 |
|
|
2016
Q4 | $1.42M | Sell |
39,440
-2,382
| -6% | -$85.9K | 0.06% | 155 |
|
|
2016
Q3 | $1.74M | Buy |
41,822
+650
| +2% | +$27.1K | 0.07% | 143 |
|
|
2016
Q2 | $1.71M | Buy |
41,172
+2,000
| +5% | +$82.9K | 0.08% | 141 |
|
|
2016
Q1 | $1.62M | Sell |
39,172
-4,998
| -11% | -$207K | 0.07% | 139 |
|
|
2015
Q4 | $1.73M | Sell |
44,170
-6,096
| -12% | -$238K | 0.08% | 138 |
|
|
2015
Q3 | $1.98M | Sell |
50,266
-27,133
| -35% | -$1.07M | 0.09% | 126 |
|
|
2015
Q2 | $3.24M | Buy |
77,399
+24,209
| +46% | +$1.01M | 0.15% | 114 |
|
|
2015
Q1 | $2.31M | Buy |
+53,190
| New | +$2.31M | 0.11% | 127 |
|
|
2014
Q4 | – | Sell |
-75,358
| Closed | -$3.12M | – | 963 |
|
|
2014
Q3 | $3.12M | Buy |
75,358
+29,192
| +63% | +$1.21M | 0.16% | 115 |
|
|
2014
Q2 | $2.04M | Sell |
46,166
-92
| -0.2% | -$4.07K | 0.11% | 138 |
|
|
2014
Q1 | $1.9M | Sell |
46,258
-15,869
| -26% | -$653K | 0.11% | 132 |
|
|
2013
Q4 | $2.56M | Buy |
62,127
+34,790
| +127% | +$1.43M | 0.14% | 128 |
|
|
2013
Q3 | $1.15M | Sell |
27,337
-390
| -1% | -$16.4K | 0.07% | 199 |
|
|
2013
Q2 | $1.11M | Buy |
+27,727
| New | +$1.11M | 0.06% | 201 |
|