Charles Schwab’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
15,296
-3,213
| -17% | -$70.1K | ﹤0.01% | 3281 |
|
|
2025
Q1 | $311K | Buy |
18,509
+3,529
| +24% | +$59.2K | ﹤0.01% | 3202 |
|
|
2024
Q4 | $245K | Hold |
14,980
| – | – | ﹤0.01% | 3296 |
|
|
2024
Q3 | $290K | Hold |
14,980
| – | – | ﹤0.01% | 3291 |
|
|
2024
Q2 | $283K | Sell |
14,980
-2,445
| -14% | -$46.3K | ﹤0.01% | 3380 |
|
|
2024
Q1 | $434K | Buy |
17,425
+3,856
| +28% | +$96K | ﹤0.01% | 3077 |
|
|
2023
Q4 | $322K | Sell |
13,569
-1,007
| -7% | -$23.9K | ﹤0.01% | 3205 |
|
|
2023
Q3 | $362K | Buy |
14,576
+971
| +7% | +$24.1K | ﹤0.01% | 3169 |
|
|
2023
Q2 | $299K | Buy |
+13,605
| New | +$299K | ﹤0.01% | 3228 |
|
|
2022
Q2 | – | Sell |
-10,386
| Closed | -$194K | – | 3569 |
|
|
2022
Q1 | $194K | Sell |
10,386
-3,621
| -26% | -$67.6K | ﹤0.01% | 3313 |
|
|
2021
Q4 | $438K | Buy |
14,007
+1,588
| +13% | +$49.7K | ﹤0.01% | 3188 |
|
|
2021
Q3 | $338K | Sell |
12,419
-2,590
| -17% | -$70.5K | ﹤0.01% | 3236 |
|
|
2021
Q2 | $427K | Buy |
15,009
+2,083
| +16% | +$59.3K | ﹤0.01% | 3198 |
|
|
2021
Q1 | $372K | Buy |
12,926
+1,098
| +9% | +$31.6K | ﹤0.01% | 3180 |
|
|
2020
Q4 | $354K | Buy |
11,828
+747
| +7% | +$22.4K | ﹤0.01% | 3102 |
|
|
2020
Q3 | $295K | Sell |
11,081
-771
| -7% | -$20.5K | ﹤0.01% | 3029 |
|
|
2020
Q2 | $258K | Buy |
11,852
+1,017
| +9% | +$22.1K | ﹤0.01% | 3108 |
|
|
2020
Q1 | $171K | Hold |
10,835
| – | – | ﹤0.01% | 3037 |
|
|
2019
Q4 | $293K | Hold |
10,835
| – | – | ﹤0.01% | 2979 |
|
|
2019
Q3 | $346K | Hold |
10,835
| – | – | ﹤0.01% | 2931 |
|
|
2019
Q2 | $415K | Buy |
10,835
+1,939
| +22% | +$74.3K | ﹤0.01% | 2892 |
|
|
2019
Q1 | $340K | Hold |
8,896
| – | – | ﹤0.01% | 2902 |
|
|
2018
Q4 | $297K | Hold |
8,896
| – | – | ﹤0.01% | 2937 |
|
|
2018
Q3 | $347K | Buy |
8,896
+2,396
| +37% | +$93.5K | ﹤0.01% | 2960 |
|
|
2018
Q2 | $262K | Hold |
6,500
| – | – | ﹤0.01% | 3015 |
|
|
2018
Q1 | $256K | Hold |
6,500
| – | – | ﹤0.01% | 2924 |
|
|
2017
Q4 | $260K | Sell |
6,500
-1,400
| -18% | -$56K | ﹤0.01% | 2921 |
|
|
2017
Q3 | $219K | Hold |
7,900
| – | – | ﹤0.01% | 2986 |
|
|
2017
Q2 | $214K | Buy |
+7,900
| New | +$214K | ﹤0.01% | 3009 |
|