Crown Advisors Management’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-150,000
| Closed | -$711K | – | 45 |
|
|
2023
Q3 | $711K | Sell |
150,000
-200,000
| -57% | -$948K | 0.51% | 43 |
|
|
2023
Q2 | $2.58M | Hold |
350,000
| – | – | 1.68% | 25 |
|
|
2023
Q1 | $2.28M | Buy |
350,000
+50,000
| +17% | +$325K | 1.7% | 28 |
|
|
2022
Q4 | $1.58M | Hold |
300,000
| – | – | 1.44% | 30 |
|
|
2022
Q3 | $1.52M | Hold |
300,000
| – | – | 1.51% | 28 |
|
|
2022
Q2 | $2.14M | Buy |
300,000
+60,000
| +25% | +$428K | 1.97% | 22 |
|
|
2022
Q1 | $1.12M | Buy |
240,000
+40,000
| +20% | +$186K | 0.79% | 39 |
|
|
2021
Q4 | $814K | Hold |
200,000
| – | – | 0.52% | 39 |
|
|
2021
Q3 | $832K | Hold |
200,000
| – | – | 0.58% | 38 |
|
|
2021
Q2 | $960K | Buy |
+200,000
| New | +$960K | 0.66% | 38 |
|