Charles Schwab’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $299K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $194K | Sell |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $427K | Buy |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $354K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $293K | Hold |
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|
2019
Q3 | $346K | Hold |
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|
2019
Q2 | $415K | Buy |
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|
2019
Q1 | $340K | Hold |
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|
2018
Q4 | $297K | Hold |
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|
2018
Q3 | $347K | Buy |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $256K | Hold |
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|
2017
Q4 | $260K | Sell |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $214K | Buy |
|