EWA
Evolution Wealth Advisors’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,610
| Closed | -$8K | – | 580 |
|
|
2020
Q3 | $8K | Buy |
+1,610
| New | +$8K | ﹤0.01% | 377 |
|
|
2020
Q1 | – | Sell |
-1,067
| Closed | -$10K | – | 342 |
|
|
2019
Q4 | $10K | Sell |
1,067
-86,883
| -99% | -$814K | ﹤0.01% | 295 |
|
|
2019
Q3 | $646K | Buy |
+87,950
| New | +$646K | 0.31% | 22 |
|