EWM
TDF
Evercore Wealth Management’s Templeton Dragon Fund TDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$65K | – | 740 |
|
|
2017
Q4 | $65K | Hold |
3,000
| – | – | ﹤0.01% | 541 |
|
|
2017
Q3 | $62K | Hold |
3,000
| – | – | ﹤0.01% | 544 |
|
|
2017
Q2 | $61K | Hold |
3,000
| – | – | ﹤0.01% | 551 |
|
|
2017
Q1 | $56K | Hold |
3,000
| – | – | ﹤0.01% | 578 |
|
|
2016
Q4 | $49K | Hold |
3,000
| – | – | ﹤0.01% | 611 |
|
|
2016
Q3 | $53K | Hold |
3,000
| – | – | ﹤0.01% | 584 |
|
|
2016
Q2 | $52K | Hold |
3,000
| – | – | ﹤0.01% | 573 |
|
|
2016
Q1 | $51K | Hold |
3,000
| – | – | ﹤0.01% | 562 |
|
|
2015
Q4 | $53K | Hold |
3,000
| – | – | ﹤0.01% | 585 |
|
|
2015
Q3 | $56K | Hold |
3,000
| – | – | ﹤0.01% | 567 |
|
|
2015
Q2 | $74K | Hold |
3,000
| – | – | ﹤0.01% | 570 |
|
|
2015
Q1 | $75K | Buy |
+3,000
| New | +$75K | ﹤0.01% | 574 |
|
|
2014
Q4 | – | Sell |
-3,000
| Closed | -$77K | – | 973 |
|
|
2014
Q3 | $77K | Hold |
3,000
| – | – | ﹤0.01% | 549 |
|
|
2014
Q2 | $78K | Buy |
+3,000
| New | +$78K | ﹤0.01% | 547 |
|