OCM
Osterweis Capital Management’s EVgo EVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,615
| Closed | -$39.3K | – | 205 |
|
|
2023
Q3 | $39.3K | Hold |
11,615
| – | – | ﹤0.01% | 171 |
|
|
2023
Q2 | $46.5K | Hold |
11,615
| – | – | ﹤0.01% | 173 |
|
|
2023
Q1 | $90.5K | Hold |
11,615
| – | – | 0.01% | 156 |
|
|
2022
Q4 | $51.9K | Sell |
11,615
-11,615
| -50% | -$51.9K | ﹤0.01% | 168 |
|
|
2022
Q3 | $184K | Hold |
23,230
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $140K | Hold |
23,230
| – | – | 0.01% | 133 |
|
|
2022
Q1 | $299K | Hold |
23,230
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $231K | Buy |
+23,230
| New | +$231K | 0.01% | 137 |
|