EVERCORE WEALTH MANAGEMENT, LLC – Energy Select Sector SPDR Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.47M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.05% | -1.55K shares | -102K | $72.02 | 20.49K |
| Q2 2022 | share | Increase | +58.92% | 8.17K shares | 517K | $71.51 | 22.04K |
| Q1 2022 | share | Increase | 0.00% | 13.87K shares | 1.06M | $76.44 | 13.87K |
| Q2 2016 | share | Decrease | -100.00% | -1.95K shares | -121K | $53.75 | 0 |
| Q1 2016 | share | Decrease | -63.18% | -3.36K shares | -200K | $48.43 | 1.95K |