CFA
Compass Financial Advisors’s Evolent Health EVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,495
| Closed | -$373K | – | 28 |
|
|
2023
Q1 | $373K | Buy |
11,495
+2,875
| +33% | +$93.3K | 0.47% | 72 |
|
|
2022
Q4 | $242K | Buy |
+8,620
| New | +$242K | 0.33% | 101 |
|
|
2022
Q2 | – | Sell |
-6,791
| Closed | -$219K | – | 129 |
|
|
2022
Q1 | $219K | Sell |
6,791
-14,435
| -68% | -$466K | 0.24% | 125 |
|
|
2021
Q4 | $587K | Buy |
+21,226
| New | +$587K | 0.65% | 59 |
|