EWM
Evercore Wealth Management’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,425
| Closed | -$278K | – | 390 |
|
|
2022
Q2 | $278K | Hold |
12,425
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $321K | Buy |
+12,425
| New | +$321K | 0.01% | 345 |
|
|
2020
Q1 | – | Sell |
-9,214
| Closed | -$206K | – | 399 |
|
|
2019
Q4 | $206K | Hold |
9,214
| – | – | 0.01% | 389 |
|
|
2019
Q3 | $218K | Sell |
9,214
-1,520
| -14% | -$36K | 0.01% | 375 |
|
|
2019
Q2 | $240K | Hold |
10,734
| – | – | 0.01% | 368 |
|
|
2019
Q1 | $224K | Buy |
+10,734
| New | +$224K | 0.01% | 376 |
|