EVERCORE WEALTH MANAGEMENT, LLC – Financial Select Sector SPDR Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$3.04M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.17% | -2.22K shares | -179K | $30.36 | 100.36K |
| Q2 2022 | share | Increase | +0.74% | 750 shares | -677K | $31.45 | 102.59K |
| Q1 2022 | share | Increase | 0.00% | 101.84K shares | 3.90M | $38.32 | 101.84K |
| Q2 2016 | share | Decrease | -100.00% | -19.28K shares | -434K | $16.75 | 0 |
| Q1 2016 | share | Decrease | -19.20% | -4.58K shares | -135K | $16.4 | 19.28K |