EWM
Evercore Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-195,000
| Closed | -$248K | – | 421 |
|
|
2024
Q2 | $248K | Hold |
195,000
| – | – | ﹤0.01% | 363 |
|
|
2024
Q1 | $201K | Buy |
195,000
+50,000
| +34% | +$51.5K | ﹤0.01% | 405 |
|
|
2023
Q4 | $158K | Buy |
145,000
+35,000
| +32% | +$38.2K | ﹤0.01% | 415 |
|
|
2023
Q3 | $237K | Buy |
+110,000
| New | +$237K | ﹤0.01% | 359 |
|
|
2023
Q2 | – | Sell |
-60,000
| Closed | -$154K | – | 419 |
|
|
2023
Q1 | $154K | Hold |
60,000
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $88.8K | Hold |
60,000
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $100K | Buy |
60,000
+20,000
| +50% | +$33.3K | ﹤0.01% | 370 |
|
|
2022
Q2 | $48K | Buy |
40,000
+20,000
| +100% | +$24K | ﹤0.01% | 388 |
|
|
2022
Q1 | $84K | Buy |
+20,000
| New | +$84K | ﹤0.01% | 426 |
|