EWM
Evercore Wealth Management’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,486
| Closed | -$64K | – | 1005 |
|
|
2015
Q4 | $64K | Buy |
+2,486
| New | +$64K | ﹤0.01% | 552 |
|
|
2014
Q4 | – | Sell |
-1,650
| Closed | -$49K | – | 967 |
|
|
2014
Q3 | $49K | Hold |
1,650
| – | – | ﹤0.01% | 615 |
|
|
2014
Q2 | $51K | Hold |
1,650
| – | – | ﹤0.01% | 610 |
|
|
2014
Q1 | $51K | Hold |
1,650
| – | – | ﹤0.01% | 590 |
|
|
2013
Q4 | $51K | Buy |
+1,650
| New | +$51K | ﹤0.01% | 561 |
|