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Harvest Group Wealth Management’s VanEck Environmental Services ETF EVX Stock Holding History

Harvest Group Wealth Management’s Portfolio EVX Stock Details EVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$21.7K Sell
745
-30
-4% -$855 0.01% 75
2022
Q4 		$21.1K Hold
775
– – 0.01% 76
2022
Q3 		$21K Hold
775
– – 0.01% 79
2022
Q2 		$22K Hold
775
– – 0.01% 83
2022
Q1 		$24K Sell
775
-58,600
-99% -$1.66M 0.01% 65
2021
Q4 		$1.82M Buy
59,375
+31,215
+111% +$955K 1.02% 25
2021
Q3 		$807K Buy
28,160
+8,220
+41% +$238K 0.47% 27
2021
Q2 		$564K Buy
19,940
+9,480
+91% +$266K 0.34% 25
2021
Q1 		$291K Buy
10,460
+5,690
+119% +$143K 0.18% 24
2020
Q4 		$115K Hold
4,770
– – 0.07% 61
2020
Q3 		$95K Buy
4,770
+3,675
+336% +$71.9K 0.07% 60
2020
Q2 		$20K Buy
1,095
+185
+20% +$3.2K 0.02% 160
2020
Q1 		$13K Buy
+910
New +$18.1K 0.01% 176

Other funds holding EVX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return