Evercore Wealth Management, LLC Proshares S&P 500 Dividend Ari Transaction History

Evercore Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 04, 2023	SELL	$87.67 - $94.28 $15,780 - $16,970	-180 Reduced 5.75%	2,950 $278,000
Q4 2022 Feb 14, 2023	SELL	$80.62 - $95.15 $24,186 - $28,545	-300 Reduced 8.75%	3,130 $281,000
Q3 2022 Nov 14, 2022	BUY	$79.96 - $95.04 $274,262 - $325,987	3,430 New	3,430 $274,000
Q2 2022 Aug 15, 2022	SELL	$82.44 - $97.74 $969,989 - $1.15 Million	-11,766 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$89.69 - $98.7 $949,458 - $1.04 Million	-10,586 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$78.24 - $86.95 $15,647 - $17,390	200 Added 1.93%	10,586 $913,000
Q4 2020 Feb 16, 2021	BUY	$70.5 - $80.65 $732,213 - $837,630	10,386 New	10,386 $830,000

797

58M

56.4K

12.5K

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