EWM
CNDA

Evercore Wealth Management’s Concord Acquisition Corp II CNDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,210
Closed -$139K 436
2024
Q1
$139K Hold
13,210
﹤0.01% 410
2023
Q4
$137K Buy
+13,210
New +$137K ﹤0.01% 417
2023
Q3
Sell
-11,000
Closed -$113K 428
2023
Q2
$113K Hold
11,000
﹤0.01% 403
2023
Q1
$112K Buy
+11,000
New +$112K ﹤0.01% 395