HGWM
Harvest Group Wealth Management’s VanEck Environmental Services ETF EVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $21.7K | Sell |
149
-6
| -4% | -$873 | 0.01% | 75 |
|
|
2022
Q4 | $21.1K | Hold |
155
| – | – | 0.01% | 76 |
|
|
2022
Q3 | $21K | Hold |
155
| – | – | 0.01% | 77 |
|
|
2022
Q2 | $22K | Hold |
155
| – | – | 0.01% | 80 |
|
|
2022
Q1 | $24K | Sell |
155
-11,720
| -99% | -$1.81M | 0.01% | 65 |
|
|
2021
Q4 | $1.82M | Buy |
11,875
+6,243
| +111% | +$955K | 1.02% | 25 |
|
|
2021
Q3 | $807K | Buy |
5,632
+1,644
| +41% | +$236K | 0.47% | 27 |
|
|
2021
Q2 | $564K | Buy |
3,988
+1,896
| +91% | +$268K | 0.34% | 25 |
|
|
2021
Q1 | $291K | Buy |
2,092
+1,138
| +119% | +$158K | 0.18% | 24 |
|
|
2020
Q4 | $115K | Hold |
954
| – | – | 0.07% | 61 |
|
|
2020
Q3 | $95K | Buy |
954
+735
| +336% | +$73.2K | 0.07% | 60 |
|
|
2020
Q2 | $20K | Buy |
219
+37
| +20% | +$3.38K | 0.02% | 160 |
|
|
2020
Q1 | $13K | Buy |
+182
| New | +$13K | 0.01% | 175 |
|