EWM
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Evercore Wealth Management’s Lucid Motors LCID Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-55,639
Closed -$311K 437
2023
Q3
$311K Hold
55,639
0.01% 314
2023
Q2
$383K Buy
55,639
+12,941
+30% +$89.2K 0.01% 302
2023
Q1
$343K Hold
42,698
0.01% 307
2022
Q4
$292K Sell
42,698
-1,000
-2% -$6.83K 0.01% 324
2022
Q3
$610K Buy
+43,698
New +$610K 0.01% 241