Curated Wealth Partners’s EPAM Systems EPAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 137 |
|
|
2024
Q1 | – | Sell |
-1,338
| Closed | -$398K | – | 46 |
|
|
2023
Q4 | $398K | Sell |
1,338
-439
| -25% | -$131K | 0.07% | 98 |
|
|
2023
Q3 | $454K | Buy |
1,777
+786
| +79% | +$201K | 0.08% | 83 |
|
|
2023
Q2 | $223K | Buy |
991
+142
| +17% | +$31.9K | 0.04% | 122 |
|
|
2023
Q1 | $254K | Buy |
849
+119
| +16% | +$35.6K | 0.06% | 109 |
|
|
2022
Q4 | $239K | Buy |
+730
| New | +$239K | 0.06% | 112 |
|
|
2021
Q2 | – | Sell |
-608
| Closed | -$241K | – | 149 |
|
|
2021
Q1 | $241K | Buy |
608
+43
| +8% | +$17K | 0.15% | 122 |
|
|
2020
Q4 | $202K | Buy |
+565
| New | +$202K | 0.13% | 131 |
|