EWM
SRV
Evercore Wealth Management’s NXG Cushing Midstream Energy Fund SRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,000
| Closed | -$20K | – | 1093 |
|
|
2015
Q1 | $20K | Buy |
+5,000
| New | +$20K | ﹤0.01% | 785 |
|
|
2014
Q4 | – | Sell |
-5,000
| Closed | -$43K | – | 969 |
|
|
2014
Q3 | $43K | Hold |
5,000
| – | – | ﹤0.01% | 636 |
|
|
2014
Q2 | $44K | Hold |
5,000
| – | – | ﹤0.01% | 635 |
|
|
2014
Q1 | $41K | Hold |
5,000
| – | – | ﹤0.01% | 623 |
|
|
2013
Q4 | $40K | Hold |
5,000
| – | – | ﹤0.01% | 591 |
|
|
2013
Q3 | $40K | Hold |
5,000
| – | – | ﹤0.01% | 588 |
|
|
2013
Q2 | $40K | Buy |
+5,000
| New | +$40K | ﹤0.01% | 592 |
|