EVERCORE WEALTH MANAGEMENT, LLC – Communication Services Select Sector SPDR Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.05M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.76%
quarter
Communication Services Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.25% | 272 shares | -125K | $47.89 | 21.99K |
| Q2 2022 | share | Increase | +6.36% | 1.3K shares | -226K | $54.27 | 21.72K |
| Q1 2022 | share | Increase | +42.76% | 6.11K shares | 294K | $68.78 | 20.42K |
| Q4 2021 | share | Increase | +0.60% | 85 shares | -29K | $78.77 | 14.30K |
| Q3 2021 | share | Decrease | -1.15% | -166 shares | -25K | $80.11 | 14.22K |
| Q2 2021 | share | Increase | +26.34% | 3K shares | 330K | $80.83 | 14.38K |
| Q1 2021 | share | Increase | +44.96% | 3.53K shares | 305K | $73.06 | 11.38K |
| Q4 2020 | share | Decrease | -0.01% | -1 shares | 63K | $67.13 | 7.85K |
| Q3 2020 | share | Increase | +24.71% | 1.55K shares | 126K | $58.99 | 7.85K |
| Q2 2020 | share | 0.00% | 0 shares | 62K | $53.56 | 6.3K | |
| Q1 2020 | share | Increase | 0.00% | 6.3K shares | 279K | $43.76 | 6.3K |