EP Wealth Advisors’s Vertical Aerospace EVTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$14.7K | – | 1190 |
|
|
2024
Q2 | $14.7K | Hold |
2,000
| – | – | ﹤0.01% | 853 |
|
|
2024
Q1 | $22.8K | Hold |
2,000
| – | – | ﹤0.01% | 825 |
|
|
2023
Q4 | $13.8K | Buy |
2,000
+1,000
| +100% | +$6.88K | ﹤0.01% | 810 |
|
|
2023
Q3 | $11.8K | Sell |
1,000
-62
| -6% | -$732 | ﹤0.01% | 748 |
|
|
2023
Q2 | $19.7K | Buy |
1,062
+322
| +44% | +$5.97K | ﹤0.01% | 680 |
|
|
2023
Q1 | $1.27M | Buy |
+740
| New | +$1.27M | 0.02% | 279 |
|