Carroll Financial Associates’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-448
| Closed | -$2K | – | 1566 |
|
|
2020
Q1 | $2K | Hold |
448
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q4 | $4K | Sell |
448
-3
| -0.7% | -$27 | ﹤0.01% | 1277 |
|
|
2019
Q3 | $3K | Hold |
451
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q2 | $3K | Hold |
451
| – | – | ﹤0.01% | 1303 |
|
|
2019
Q1 | $5K | Hold |
451
| – | – | ﹤0.01% | 1099 |
|
|
2018
Q4 | $9K | Buy |
451
+148
| +49% | +$2.95K | ﹤0.01% | 882 |
|
|
2018
Q3 | $8K | Hold |
303
| – | – | ﹤0.01% | 949 |
|
|
2018
Q2 | $6K | Buy |
303
+136
| +81% | +$2.69K | ﹤0.01% | 994 |
|
|
2018
Q1 | $2K | Hold |
167
| – | – | ﹤0.01% | 1140 |
|
|
2017
Q4 | $2K | Hold |
167
| – | – | ﹤0.01% | 1125 |
|
|
2017
Q3 | $3K | Hold |
167
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q2 | $4K | Buy |
+167
| New | +$4K | ﹤0.01% | 1019 |
|