EWM
Evercore Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-251
| Closed | -$26K | – | 1089 |
|
2016
Q3 | $26K | Hold |
251
| – | – | ﹤0.01% | 729 |
|
2016
Q2 | $25K | Hold |
251
| – | – | ﹤0.01% | 718 |
|
2016
Q1 | $24K | Hold |
251
| – | – | ﹤0.01% | 690 |
|
2015
Q4 | $24K | Hold |
251
| – | – | ﹤0.01% | 734 |
|
2015
Q3 | $23K | Hold |
251
| – | – | ﹤0.01% | 719 |
|
2015
Q2 | $25K | Hold |
251
| – | – | ﹤0.01% | 754 |
|
2015
Q1 | $25K | Buy |
+251
| New | +$25K | ﹤0.01% | 751 |
|