Dakota Wealth Management’s Evolent Health EVH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,900	Closed	-$239K	–	664
2023 Q2	$239K	Buy	7,900 +119	+2%	+$3.61K	0.01%	538
2023 Q1	$252K	Buy	7,781 +512	+7%	+$16.6K	0.02%	507
2022 Q4	$204K	Buy	7,269 +436	+6%	+$12.2K	0.01%	544
2022 Q3	$246K	Buy	+6,833	New	+$246K	0.02%	453