EWM
Evercore Wealth Management’s Wolfspeed WOLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,019
| Closed | -$230K | – | 433 |
|
|
2022
Q1 | $230K | Hold |
2,019
| – | – | ﹤0.01% | 399 |
|
|
2021
Q4 | $226K | Buy |
+2,019
| New | +$226K | ﹤0.01% | 396 |
|
|
2021
Q3 | – | Sell |
-2,039
| Closed | -$200K | – | 435 |
|
|
2021
Q2 | $200K | Hold |
2,039
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $220K | Hold |
2,039
| – | – | ﹤0.01% | 413 |
|
|
2020
Q4 | $216K | Buy |
+2,039
| New | +$216K | ﹤0.01% | 401 |
|
|
2016
Q4 | – | Sell |
-1,500
| Closed | -$39K | – | 1099 |
|
|
2016
Q3 | $39K | Hold |
1,500
| – | – | ﹤0.01% | 650 |
|
|
2016
Q2 | $37K | Hold |
1,500
| – | – | ﹤0.01% | 639 |
|
|
2016
Q1 | $44K | Hold |
1,500
| – | – | ﹤0.01% | 595 |
|
|
2015
Q4 | $40K | Sell |
1,500
-200
| -12% | -$5.33K | ﹤0.01% | 636 |
|
|
2015
Q3 | $41K | Hold |
1,700
| – | – | ﹤0.01% | 617 |
|
|
2015
Q2 | $44K | Hold |
1,700
| – | – | ﹤0.01% | 662 |
|
|
2015
Q1 | $60K | Buy |
1,700
+1,500
| +750% | +$52.9K | ﹤0.01% | 605 |
|
|
2014
Q4 | $6K | Sell |
200
-1,844
| -90% | -$55.3K | ﹤0.01% | 785 |
|
|
2014
Q3 | $83K | Hold |
2,044
| – | – | ﹤0.01% | 537 |
|
|
2014
Q2 | $102K | Hold |
2,044
| – | – | 0.01% | 510 |
|
|
2014
Q1 | $115K | Hold |
2,044
| – | – | 0.01% | 464 |
|
|
2013
Q4 | $129K | Hold |
2,044
| – | – | 0.01% | 420 |
|
|
2013
Q3 | $123K | Buy |
2,044
+344
| +20% | +$20.7K | 0.01% | 460 |
|
|
2013
Q2 | $109K | Buy |
+1,700
| New | +$109K | 0.01% | 479 |
|