Corient Private Wealth’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,946
| Closed | -$310K | – | 2388 |
|
|
2024
Q3 | $310K | Buy |
+10,946
| New | +$310K | ﹤0.01% | 1969 |
|
|
2024
Q2 | – | Sell |
-10,473
| Closed | -$343K | – | 2338 |
|
|
2024
Q1 | $343K | Buy |
10,473
+425
| +4% | +$13.9K | ﹤0.01% | 1815 |
|
|
2023
Q4 | $332K | Sell |
10,048
-500
| -5% | -$16.5K | ﹤0.01% | 1810 |
|
|
2023
Q3 | $287K | Buy |
+10,548
| New | +$287K | ﹤0.01% | 1762 |
|