Financial Architects (New Jersey)’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-500
| Closed | -$9K | – | 1375 |
|
2017
Q3 | $9K | Sell |
500
-500
| -50% | -$9K | ﹤0.01% | 1051 |
|
2017
Q2 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 796 |
|
2017
Q1 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 817 |
|
2016
Q4 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 896 |
|
2016
Q3 | $25K | Hold |
1,000
| – | – | 0.01% | 773 |
|
2016
Q2 | $19K | Hold |
1,000
| – | – | 0.01% | 794 |
|
2016
Q1 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 710 |
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$20K | – | 427 |
|
2015
Q2 | $20K | Buy |
+1,000
| New | +$20K | 0.01% | 625 |
|