Anchor Capital Advisors’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,974
| Closed | -$645K | – | 251 |
|
|
2023
Q3 | $645K | Hold |
25,974
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $571K | Sell |
25,974
-13,440
| -34% | -$296K | 0.01% | 210 |
|
|
2023
Q1 | $780K | Buy |
39,414
+1,804
| +5% | +$35.7K | 0.02% | 186 |
|
|
2022
Q4 | $898K | Hold |
37,610
| – | – | 0.02% | 178 |
|
|
2022
Q3 | $682K | Buy |
37,610
+7,234
| +24% | +$131K | 0.02% | 193 |
|
|
2022
Q2 | $303K | Buy |
30,376
+14,270
| +89% | +$142K | 0.01% | 240 |
|
|
2022
Q1 | $299K | Sell |
16,106
-24,094
| -60% | -$447K | 0.01% | 251 |
|
|
2021
Q4 | $1.26M | Sell |
40,200
-1,429
| -3% | -$44.6K | 0.02% | 167 |
|
|
2021
Q3 | $1.13M | Sell |
41,629
-490
| -1% | -$13.3K | 0.02% | 173 |
|
|
2021
Q2 | $1.2M | Buy |
42,119
+1,036
| +3% | +$29.4K | 0.02% | 176 |
|
|
2021
Q1 | $1.18M | Buy |
41,083
+20,626
| +101% | +$593K | 0.03% | 173 |
|
|
2020
Q4 | $612K | Sell |
20,457
-682
| -3% | -$20.4K | 0.01% | 210 |
|
|
2020
Q3 | $563K | Buy |
+21,139
| New | +$563K | 0.01% | 197 |
|