Capital Advisors Wealth Management’s EVgo EVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,194
| Closed | -$75.8K | – | 167 |
|
|
2024
Q1 | $75.8K | Sell |
30,194
-5,800
| -16% | -$14.6K | 0.02% | 155 |
|
|
2023
Q4 | $129K | Sell |
35,994
-3,678
| -9% | -$13.2K | 0.03% | 141 |
|
|
2023
Q3 | $134K | Buy |
39,672
+1,013
| +3% | +$3.42K | 0.04% | 131 |
|
|
2023
Q2 | $155K | Buy |
38,659
+3,080
| +9% | +$12.3K | 0.04% | 134 |
|
|
2023
Q1 | $277K | Buy |
35,579
+8,685
| +32% | +$67.7K | 0.08% | 104 |
|
|
2022
Q4 | $120K | Buy |
+26,894
| New | +$120K | 0.04% | 127 |
|