EWM
YAO
Evercore Wealth Management’s Invesco China All-Cap ETF YAO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-750
| Closed | -$20K | – | 1025 |
|
|
2014
Q3 | $20K | Hold |
750
| – | – | ﹤0.01% | 740 |
|
|
2014
Q2 | $20K | Hold |
750
| – | – | ﹤0.01% | 741 |
|
|
2014
Q1 | $19K | Sell |
750
-2,289
| -75% | -$58K | ﹤0.01% | 752 |
|
|
2013
Q4 | $82K | Hold |
3,039
| – | – | ﹤0.01% | 490 |
|
|
2013
Q3 | $78K | Sell |
3,039
-4,761
| -61% | -$122K | ﹤0.01% | 519 |
|
|
2013
Q2 | $176K | Buy |
+7,800
| New | +$176K | 0.01% | 414 |
|