EVERCORE WEALTH MANAGEMENT, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.07M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -53K | $267.26 | 4.03K | |
| Q2 2022 | share | 0.00% | 0 shares | -332K | $280.28 | 4.03K | |
| Q1 2022 | share | Decrease | -7.06% | -306 shares | -264K | $362.54 | 4.03K |
| Q4 2021 | share | Decrease | -0.57% | -25 shares | 165K | $400.35 | 4.33K |
| Q3 2021 | share | Increase | +1.58% | 68 shares | 40K | $357.96 | 4.36K |
| Q2 2021 | share | Increase | +1.04% | 44 shares | 165K | $354.03 | 4.29K |
| Q1 2021 | share | Increase | +8.83% | 345 shares | 131K | $318.4 | 4.25K |
| Q4 2020 | share | Decrease | -22.98% | -1.16K shares | -184K | $312.64 | 3.90K |
| Q3 2020 | share | Increase | +1.58% | 79 shares | 173K | $276.36 | 5.07K |
| Q2 2020 | share | Decrease | -37.54% | -3K shares | -285K | $245.93 | 4.99K |
| Q1 2020 | share | Decrease | -17.54% | -1.7K shares | -540K | $188.79 | 7.99K |
| Q4 2019 | share | 0.00% | 0 shares | 231K | $210.36 | 9.69K | |
| Q3 2019 | share | Increase | +17.65% | 1.45K shares | 292K | $186.41 | 9.69K |
| Q2 2019 | share | Increase | +166.83% | 5.15K shares | 983K | $184 | 8.23K |
| Q1 2019 | share | 0.00% | 0 shares | 79K | $176.63 | 3.08K | |
| Q4 2018 | share | Increase | +47.92% | 1K shares | 88K | $151.38 | 3.08K |
| Q3 2018 | share | Decrease | -4.88% | -107 shares | 11K | $181.79 | 2.08K |
| Q2 2018 | share | Increase | 0.00% | 2.19K shares | 377K | $167.66 | 2.19K |