EWM
CGRN
Evercore Wealth Management’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-50,000
| Closed | -$54K | – | 1015 |
|
|
2014
Q3 | $54K | Hold |
50,000
| – | – | ﹤0.01% | 600 |
|
|
2014
Q2 | $76K | Hold |
50,000
| – | – | ﹤0.01% | 553 |
|
|
2014
Q1 | $107K | Hold |
50,000
| – | – | 0.01% | 471 |
|
|
2013
Q4 | $65K | Sell |
50,000
-2,500
| -5% | -$3.25K | ﹤0.01% | 522 |
|
|
2013
Q3 | $62K | Hold |
52,500
| – | – | ﹤0.01% | 547 |
|
|
2013
Q2 | $62K | Buy |
+52,500
| New | +$62K | ﹤0.01% | 544 |
|