BerganKDV Wealth Management’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $67.7K | Sell |
1,000
-48
| -5% | -$3.25K | 0.01% | 344 |
|
|
2023
Q1 | $56.7K | Buy |
1,048
+48
| +5% | +$2.6K | 0.01% | 379 |
|
|
2022
Q4 | $59.8K | Hold |
1,000
| – | – | 0.01% | 362 |
|
|
2022
Q3 | $45K | Sell |
1,000
-257
| -20% | -$11.6K | 0.01% | 382 |
|
|
2022
Q2 | $56K | Hold |
1,257
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $71K | Hold |
1,257
| – | – | 0.01% | 353 |
|
|
2021
Q4 | $65K | Hold |
1,257
| – | – | 0.01% | 387 |
|
|
2021
Q3 | $75K | Hold |
1,257
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $78K | Hold |
1,257
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $82K | Hold |
1,257
| – | – | 0.01% | 317 |
|
|
2020
Q4 | $83K | Hold |
1,257
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $65K | Hold |
1,257
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $62K | Hold |
1,257
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $64K | Hold |
1,257
| – | – | 0.01% | 298 |
|
|
2019
Q4 | $69K | Hold |
1,257
| – | – | 0.01% | 314 |
|
|
2019
Q3 | $63K | Hold |
1,257
| – | – | 0.01% | 307 |
|
|
2019
Q2 | $63K | Hold |
1,257
| – | – | 0.01% | 306 |
|
|
2019
Q1 | $58K | Hold |
1,257
| – | – | 0.01% | 325 |
|
|
2018
Q4 | $62K | Hold |
1,257
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $78K | Hold |
1,257
| – | – | 0.02% | 273 |
|
|
2018
Q2 | $68K | Buy |
+1,257
| New | +$68K | 0.02% | 284 |
|