EP Wealth Advisors’s Canoo Inc. Class A Common Stock GOEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$98.4K | – | 1343 |
|
|
2024
Q3 | $98.4K | Sell |
5,000
-1,087
| -18% | -$21.4K | ﹤0.01% | 1145 |
|
|
2024
Q2 | $259K | Buy |
6,087
+2,607
| +75% | +$111K | ﹤0.01% | 694 |
|
|
2024
Q1 | $249K | Buy |
3,480
+1,306
| +60% | +$93.3K | ﹤0.01% | 679 |
|
|
2023
Q4 | $257K | Buy |
2,174
+1,585
| +269% | +$188K | ﹤0.01% | 667 |
|
|
2023
Q3 | $133K | Buy |
+589
| New | +$133K | ﹤0.01% | 709 |
|
|
2022
Q4 | – | Sell |
-24
| Closed | -$21K | – | 645 |
|
|
2022
Q3 | $21K | Buy |
+24
| New | +$21K | ﹤0.01% | 338 |
|