EWA
EP Wealth Advisors’s Ovintiv OVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
13,583
-950
| -7% | -$36.1K | ﹤0.01% | 768 |
|
|
2025
Q1 | $622K | Buy |
14,533
+5,700
| +65% | +$244K | 0.01% | 625 |
|
|
2024
Q4 | $358K | Buy |
8,833
+3,255
| +58% | +$132K | ﹤0.01% | 803 |
|
|
2024
Q3 | $214K | Buy |
+5,578
| New | +$214K | ﹤0.01% | 1014 |
|
|
2023
Q3 | – | Sell |
-2,225
| Closed | -$2.84M | – | 768 |
|
|
2023
Q2 | $2.84M | Sell |
2,225
-167
| -7% | -$213K | 0.04% | 208 |
|
|
2023
Q1 | $202K | Buy |
+2,392
| New | +$202K | ﹤0.01% | 576 |
|
|
2019
Q4 | – | Sell |
-14,658
| Closed | -$67K | – | 432 |
|
|
2019
Q3 | $67K | Buy |
14,658
+981
| +7% | +$4.48K | ﹤0.01% | 357 |
|
|
2019
Q2 | $70K | Sell |
13,677
-29,074
| -68% | -$149K | ﹤0.01% | 305 |
|
|
2019
Q1 | $310K | Buy |
42,751
+10,116
| +31% | +$73.4K | 0.03% | 204 |
|
|
2018
Q4 | $189K | Buy |
32,635
+6,706
| +26% | +$38.8K | 0.01% | 250 |
|
|
2018
Q3 | $340K | Buy |
25,929
+5,925
| +30% | +$77.7K | 0.03% | 205 |
|
|
2018
Q2 | $261K | Sell |
20,004
-427
| -2% | -$5.57K | 0.02% | 163 |
|
|
2018
Q1 | $225K | Sell |
20,431
-1,573
| -7% | -$17.3K | 0.02% | 187 |
|
|
2017
Q4 | $293K | Buy |
+22,004
| New | +$293K | 0.03% | 149 |
|