EWM
COWN
Evercore Wealth Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12,304
| Closed | -$475K | – | 420 |
|
2022
Q4 | $475K | Hold |
12,304
| – | – | 0.01% | 272 |
|
2022
Q3 | $475K | Hold |
12,304
| – | – | 0.01% | 262 |
|
2022
Q2 | $291K | Hold |
12,304
| – | – | 0.01% | 320 |
|
2022
Q1 | $333K | Hold |
12,304
| – | – | 0.01% | 339 |
|
2021
Q4 | $444K | Hold |
12,304
| – | – | 0.01% | 303 |
|
2021
Q3 | $422K | Hold |
12,304
| – | – | 0.01% | 310 |
|
2021
Q2 | $505K | Sell |
12,304
-1,000
| -8% | -$41K | 0.01% | 288 |
|
2021
Q1 | $468K | Hold |
13,304
| – | – | 0.01% | 301 |
|
2020
Q4 | $346K | Hold |
13,304
| – | – | 0.01% | 337 |
|
2020
Q3 | $216K | Hold |
13,304
| – | – | 0.01% | 355 |
|
2020
Q2 | $216K | Hold |
13,304
| – | – | 0.01% | 352 |
|
2020
Q1 | $129K | Hold |
13,304
| – | – | ﹤0.01% | 351 |
|
2019
Q4 | $210K | Hold |
13,304
| – | – | 0.01% | 386 |
|
2019
Q3 | $205K | Hold |
13,304
| – | – | 0.01% | 392 |
|
2019
Q2 | $229K | Hold |
13,304
| – | – | 0.01% | 380 |
|
2019
Q1 | $193K | Buy |
+13,304
| New | +$193K | 0.01% | 402 |
|