Anchor Capital Advisors’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-45,533
| Closed | -$216K | – | 250 |
|
|
2023
Q3 | $216K | Hold |
45,533
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $335K | Sell |
45,533
-43,703
| -49% | -$322K | 0.01% | 232 |
|
|
2023
Q1 | $580K | Buy |
89,236
+15,591
| +21% | +$101K | 0.02% | 210 |
|
|
2022
Q4 | $387K | Hold |
73,645
| – | – | 0.01% | 226 |
|
|
2022
Q3 | $373K | Buy |
73,645
+3,815
| +5% | +$19.3K | 0.01% | 226 |
|
|
2022
Q2 | $498K | Buy |
69,830
+665
| +1% | +$4.74K | 0.01% | 219 |
|
|
2022
Q1 | $322K | Buy |
69,165
+32,225
| +87% | +$150K | 0.01% | 247 |
|
|
2021
Q4 | $150K | Hold |
36,940
| – | – | ﹤0.01% | 261 |
|
|
2021
Q3 | $154K | Buy |
+36,940
| New | +$154K | ﹤0.01% | 259 |
|