AE Wealth Management’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,751
| Closed | -$576K | – | 1942 |
|
|
2023
Q1 | $576K | Buy |
+17,751
| New | +$576K | ﹤0.01% | 1276 |
|
|
2022
Q1 | – | Sell |
-26,701
| Closed | -$739K | – | 1712 |
|
|
2021
Q4 | $739K | Buy |
+26,701
| New | +$739K | 0.01% | 1079 |
|
|
2020
Q4 | – | Sell |
-49,127
| Closed | -$610K | – | 1358 |
|
|
2020
Q3 | $610K | Buy |
+49,127
| New | +$610K | 0.01% | 807 |
|