Frontier Wealth Management’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.67M | Buy |
167,402
+22,291
| +15% | +$223K | 0.12% | 141 |
|
|
2022
Q1 | $3.14M | Buy |
145,111
+6,147
| +4% | +$133K | 0.04% | 90 |
|
|
2021
Q4 | $4.34M | Sell |
138,964
-227
| -0.2% | -$7.09K | 0.29% | 75 |
|
|
2021
Q3 | $3.79M | Hold |
139,191
| – | – | 0.26% | 77 |
|
|
2021
Q2 | $3.95M | Sell |
139,191
-4,284
| -3% | -$122K | 0.28% | 75 |
|
|
2021
Q1 | $4.13M | Buy |
143,475
+1,428
| +1% | +$41.1K | 0.32% | 63 |
|
|
2020
Q4 | $4.25M | Buy |
142,047
+4,883
| +4% | +$146K | 0.35% | 58 |
|
|
2020
Q3 | $3.65M | Sell |
137,164
-10,213
| -7% | -$272K | 0.33% | 57 |
|
|
2020
Q2 | $3.2M | Buy |
+147,377
| New | +$3.2M | 0.29% | 66 |
|
|
2019
Q3 | – | Sell |
-18,908
| Closed | -$724K | – | 314 |
|
|
2019
Q2 | $724K | Buy |
18,908
+6,746
| +55% | +$258K | 0.11% | 148 |
|
|
2019
Q1 | $464K | Buy |
+12,162
| New | +$464K | 0.06% | 228 |
|