EWM
Evercore Wealth Management’s Orion Energy Systems OESX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-27,913
| Closed | -$194K | – | 433 |
|
|
2021
Q1 | $194K | Buy |
+27,913
| New | +$194K | ﹤0.01% | 425 |
|
|
2017
Q2 | – | Sell |
-106,216
| Closed | -$210K | – | 1017 |
|
|
2017
Q1 | $210K | Buy |
106,216
+92,816
| +693% | +$184K | 0.01% | 355 |
|
|
2016
Q4 | $29K | Hold |
13,400
| – | – | ﹤0.01% | 700 |
|
|
2016
Q3 | $18K | Hold |
13,400
| – | – | ﹤0.01% | 786 |
|
|
2016
Q2 | $16K | Hold |
13,400
| – | – | ﹤0.01% | 793 |
|
|
2016
Q1 | $19K | Hold |
13,400
| – | – | ﹤0.01% | 731 |
|
|
2015
Q4 | $29K | Hold |
13,400
| – | – | ﹤0.01% | 698 |
|
|
2015
Q3 | $24K | Hold |
13,400
| – | – | ﹤0.01% | 712 |
|
|
2015
Q2 | $34K | Hold |
13,400
| – | – | ﹤0.01% | 701 |
|
|
2015
Q1 | $42K | Hold |
13,400
| – | – | ﹤0.01% | 653 |
|
|
2014
Q4 | $74K | Hold |
13,400
| – | – | ﹤0.01% | 502 |
|
|
2014
Q3 | $72K | Hold |
13,400
| – | – | ﹤0.01% | 562 |
|
|
2014
Q2 | $55K | Buy |
13,400
+5,000
| +60% | +$20.5K | ﹤0.01% | 599 |
|
|
2014
Q1 | $61K | Hold |
8,400
| – | – | ﹤0.01% | 568 |
|
|
2013
Q4 | $57K | Hold |
8,400
| – | – | ﹤0.01% | 543 |
|
|
2013
Q3 | $32K | Hold |
8,400
| – | – | ﹤0.01% | 619 |
|
|
2013
Q2 | $21K | Buy |
+8,400
| New | +$21K | ﹤0.01% | 656 |
|