EVERCORE WEALTH MANAGEMENT, LLC – The Real Estate Select Sector SPDR Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.44M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.87%
quarter
The Real Estate Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.29% | -940 shares | -233K | $36.01 | 40.14K |
| Q2 2022 | share | Increase | +7.50% | 2.86K shares | -168K | $40.86 | 41.08K |
| Q1 2022 | share | Increase | +44.95% | 11.85K shares | 481K | $48.32 | 38.21K |
| Q4 2021 | share | Increase | +0.09% | 25 shares | 195K | $51.7 | 26.36K |
| Q3 2021 | share | Increase | +0.07% | 18 shares | 4K | $44.45 | 26.34K |
| Q2 2021 | share | Increase | +32.46% | 6.45K shares | 382K | $44.08 | 26.32K |
| Q1 2021 | share | Increase | +64.95% | 7.82K shares | 345K | $39.02 | 19.87K |
| Q4 2020 | share | Decrease | -30.63% | -5.32K shares | -173K | $35.77 | 12.04K |
| Q3 2020 | share | Increase | +0.92% | 159 shares | 14K | $34.06 | 17.36K |
| Q2 2020 | share | 0.00% | 0 shares | 66K | $33.41 | 17.20K | |
| Q1 2020 | share | Increase | +214.82% | 11.74K shares | 322K | $29.53 | 17.20K |
| Q4 2019 | share | Decrease | -1.18% | -65 shares | -7K | $36.54 | 5.46K |
| Q3 2019 | share | Increase | 0.00% | 5.53K shares | 218K | $36.78 | 5.53K |
| Q4 2017 | share | Decrease | -13.14% | -148 shares | -4K | $29.09 | 978 |
| Q3 2017 | share | Decrease | -69.13% | -2.52K shares | -81K | $28.16 | 1.12K |
| Q2 2017 | share | 0.00% | 0 shares | 2K | $27.93 | 3.64K | |
| Q1 2017 | share | 0.00% | 0 shares | 3K | $27.18 | 3.64K | |
| Q4 2016 | share | Decrease | -40.71% | -2.50K shares | -90K | $26.28 | 3.64K |
| Q3 2016 | share | Increase | 0.00% | 6.15K shares | 202K | $27.51 | 6.15K |