CWP
Concord Wealth Partners’s Evolent Health EVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146 | Buy |
+13
| New | +$146 | ﹤0.01% | 820 |
|
|
2025
Q1 | – | Sell |
-128
| Closed | -$1.44K | – | 855 |
|
|
2024
Q4 | $1.44K | Hold |
128
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $3.62K | Hold |
128
| – | – | ﹤0.01% | 681 |
|
|
2024
Q2 | $2.45K | Hold |
128
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $4.2K | Hold |
128
| – | – | ﹤0.01% | 676 |
|
|
2023
Q4 | $4.23K | Hold |
128
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $3.49K | Hold |
128
| – | – | ﹤0.01% | 775 |
|
|
2023
Q2 | $3.88K | Hold |
128
| – | – | ﹤0.01% | 756 |
|
|
2023
Q1 | $4.15K | Hold |
128
| – | – | ﹤0.01% | 705 |
|
|
2022
Q4 | $3.59K | Buy |
+128
| New | +$3.59K | ﹤0.01% | 831 |
|
|
2022
Q3 | – | Sell |
-128
| Closed | -$4K | – | 459 |
|
|
2022
Q2 | $4K | Hold |
128
| – | – | ﹤0.01% | 865 |
|
|
2022
Q1 | $4K | Sell |
128
-3
| -2% | -$94 | ﹤0.01% | 957 |
|
|
2021
Q4 | $4K | Buy |
131
+3
| +2% | +$92 | ﹤0.01% | 983 |
|
|
2021
Q3 | $4K | Hold |
128
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $3K | Hold |
128
| – | – | ﹤0.01% | 811 |
|
|
2021
Q1 | $3K | Hold |
128
| – | – | ﹤0.01% | 751 |
|
|
2020
Q4 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 528 |
|