Bell Investment Advisors’s Evotec EVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-69
| Closed | -$252 | – | 1920 |
|
|
2024
Q3 | $252 | Hold |
69
| – | – | ﹤0.01% | 1847 |
|
|
2024
Q2 | $332 | Hold |
69
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q1 | $541 | Sell |
69
-43
| -38% | -$337 | ﹤0.01% | 1800 |
|
|
2023
Q4 | $1.31K | Buy |
112
+46
| +70% | +$540 | ﹤0.01% | 1497 |
|
|
2023
Q3 | $652 | Hold |
66
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q2 | $746 | Buy |
66
+44
| +200% | +$497 | ﹤0.01% | 1668 |
|
|
2023
Q1 | $230 | Hold |
22
| – | – | ﹤0.01% | 1900 |
|
|
2022
Q4 | $178 | Hold |
22
| – | – | ﹤0.01% | 1928 |
|
|
2022
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1794 |
|
|
2022
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1756 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1423 |
|