EWA
Evolution Wealth Advisors’s RingCentral RNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-279
| Closed | -$81K | – | 685 |
|
|
2021
Q2 | $81K | Sell |
279
-197
| -41% | -$57.2K | 0.02% | 176 |
|
|
2021
Q1 | $142K | Buy |
+476
| New | +$142K | 0.03% | 128 |
|
|
2020
Q4 | – | Sell |
-603
| Closed | -$166K | – | 624 |
|
|
2020
Q3 | $166K | Sell |
603
-113
| -16% | -$31.1K | 0.05% | 112 |
|
|
2020
Q2 | $204K | Hold |
716
| – | – | 0.07% | 79 |
|
|
2020
Q1 | $152K | Buy |
716
+53
| +8% | +$11.3K | 0.06% | 71 |
|
|
2019
Q4 | $112K | Buy |
663
+607
| +1,084% | +$103K | 0.03% | 101 |
|
|
2019
Q3 | $7K | Sell |
56
-477
| -89% | -$59.6K | ﹤0.01% | 236 |
|
|
2019
Q2 | $61K | Sell |
533
-110
| -17% | -$12.6K | 0.03% | 76 |
|
|
2019
Q1 | $69K | Sell |
643
-560
| -47% | -$60.1K | 0.03% | 74 |
|
|
2018
Q4 | $99K | Buy |
+1,203
| New | +$99K | 0.05% | 78 |
|