YWP
COWN
YorkBridge Wealth Partners’s Cowen Inc. Class A Common Stock COWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-80,055
| Closed | -$3.09M | – | 283 |
|
|
2022
Q3 | $3.09M | Sell |
80,055
-48,300
| -38% | -$1.87M | 0.8% | 28 |
|
|
2022
Q2 | $3.04M | Hold |
128,355
| – | – | 0.8% | 30 |
|
|
2022
Q1 | $3.48M | Sell |
128,355
-114
| -0.1% | -$3.09K | 0.76% | 33 |
|
|
2021
Q4 | $4.64M | Hold |
128,469
| – | – | 1.04% | 23 |
|
|
2021
Q3 | $4.41M | Hold |
128,469
| – | – | 1.11% | 23 |
|
|
2021
Q2 | $5.27M | Buy |
+128,469
| New | +$5.27M | 1.38% | 18 |
|
|
2021
Q1 | – | Sell |
-113,735
| Closed | -$2.96M | – | 248 |
|
|
2020
Q4 | $2.96M | Buy |
+113,735
| New | +$2.96M | 0.99% | 30 |
|