Clearstead Advisors’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,000
| Closed | -$45K | – | 2237 |
|
|
2024
Q4 | $45K | Sell |
4,000
-190
| -5% | -$2.14K | ﹤0.01% | 1181 |
|
|
2024
Q3 | $118K | Hold |
4,190
| – | – | ﹤0.01% | 987 |
|
|
2024
Q2 | $80.1K | Buy |
4,190
+190
| +5% | +$3.63K | ﹤0.01% | 1049 |
|
|
2024
Q1 | $95K | Hold |
4,000
| – | – | ﹤0.01% | 618 |
|
|
2023
Q4 | $132K | Sell |
4,000
-4,400
| -52% | -$145K | 0.01% | 525 |
|
|
2023
Q3 | $229K | Buy |
8,400
+4,200
| +100% | +$114K | 0.01% | 546 |
|
|
2023
Q2 | $127K | Buy |
+4,200
| New | +$127K | 0.01% | 517 |
|