Evercore Wealth Management’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,650
| Closed | -$72K | – | 816 |
|
|
2017
Q4 | $72K | Hold |
1,650
| – | – | ﹤0.01% | 523 |
|
|
2017
Q3 | $70K | Sell |
1,650
-460
| -22% | -$19.5K | ﹤0.01% | 528 |
|
|
2017
Q2 | $91K | Sell |
2,110
-1,725
| -45% | -$74.4K | ﹤0.01% | 484 |
|
|
2017
Q1 | $160K | Hold |
3,835
| – | – | 0.01% | 404 |
|
|
2016
Q4 | $150K | Buy |
+3,835
| New | +$150K | 0.01% | 425 |
|