EWM
Evercore Wealth Management’s Origin Materials ORGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-94,414
| Closed | -$487K | – | 403 |
|
|
2022
Q3 | $487K | Sell |
94,414
-44,414
| -32% | -$229K | 0.01% | 259 |
|
|
2022
Q2 | $711K | Hold |
138,828
| – | – | 0.02% | 237 |
|
|
2022
Q1 | $913K | Sell |
138,828
-24,414
| -15% | -$161K | 0.02% | 234 |
|
|
2021
Q4 | $1.05M | Buy |
+163,242
| New | +$1.05M | 0.02% | 221 |
|