Clearstead Advisors’s Evotec EVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$730 | – | 2119 |
|
|
2024
Q3 | $730 | Hold |
200
| – | – | ﹤0.01% | 1936 |
|
|
2024
Q2 | $960 | Hold |
200
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q1 | $1.07K | Buy |
200
+10
| +5% | +$54 | ﹤0.01% | 1398 |
|
|
2023
Q4 | $2.23K | Sell |
190
-110
| -37% | -$1.29K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $2.96K | Buy |
+300
| New | +$2.96K | ﹤0.01% | 1343 |
|