EWM
Evercore Wealth Management’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$985K | – | 423 |
|
|
2024
Q3 | $985K | Buy |
+5,000
| New | +$985K | 0.01% | 221 |
|
|
2024
Q1 | – | Sell |
-2,504
| Closed | -$592K | – | 425 |
|
|
2023
Q4 | $592K | Sell |
2,504
-2,500
| -50% | -$591K | 0.01% | 264 |
|
|
2023
Q3 | $981K | Buy |
5,004
+4
| +0.1% | +$784 | 0.02% | 216 |
|
|
2023
Q2 | $1.05M | Buy |
5,000
+2,500
| +100% | +$526K | 0.02% | 215 |
|
|
2023
Q1 | $505K | Buy |
+2,500
| New | +$505K | 0.01% | 274 |
|