EVERCORE WEALTH MANAGEMENT, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$582,000
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -42K | $287.3 | 2.02K | |
| Q2 2022 | share | 0.00% | 0 shares | -79K | $307.82 | 2.02K | |
| Q1 2022 | share | Increase | 0.00% | 2.02K shares | 703K | $346.83 | 2.02K |
| Q2 2016 | share | Decrease | -100.00% | -3.98K shares | -703K | $160.05 | 0 |
| Q1 2016 | share | 0.00% | 0 shares | 11K | $156.96 | 3.98K |