Institutional & Family Asset Management’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $478 | Hold |
25
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $820 | Hold |
25
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $826 | Sell |
25
-1
| -4% | -$33 | ﹤0.01% | 630 |
|
|
2023
Q3 | $708 | Sell |
26
-15
| -37% | -$408 | ﹤0.01% | 641 |
|
|
2023
Q2 | $1.24K | Hold |
41
| – | – | ﹤0.01% | 605 |
|
|
2023
Q1 | $1.33K | Sell |
41
-1
| -2% | -$32 | ﹤0.01% | 596 |
|
|
2022
Q4 | $1.18K | Hold |
42
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $2K | Sell |
42
-8
| -16% | -$381 | ﹤0.01% | 580 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $2K | Buy |
50
+1
| +2% | +$40 | ﹤0.01% | 638 |
|
|
2021
Q4 | $1K | Hold |
49
| – | – | ﹤0.01% | 714 |
|
|
2021
Q3 | $2K | Sell |
49
-35
| -42% | -$1.43K | ﹤0.01% | 767 |
|
|
2021
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 815 |
|
|
2021
Q1 | $2K | Sell |
84
-50
| -37% | -$1.19K | ﹤0.01% | 787 |
|
|
2020
Q4 | $2K | Buy |
134
+22
| +20% | +$328 | ﹤0.01% | 758 |
|
|
2020
Q3 | $1K | Hold |
112
| – | – | ﹤0.01% | 777 |
|
|
2020
Q2 | $1K | Sell |
112
-34
| -23% | -$304 | ﹤0.01% | 766 |
|
|
2020
Q1 | $1K | Hold |
146
| – | – | ﹤0.01% | 725 |
|
|
2019
Q4 | $1K | Hold |
146
| – | – | ﹤0.01% | 797 |
|
|
2019
Q3 | $1K | Buy |
146
+69
| +90% | +$473 | ﹤0.01% | 773 |
|
|
2019
Q2 | $1K | Hold |
77
| – | – | ﹤0.01% | 792 |
|
|
2019
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 781 |
|
|
2018
Q4 | $2K | Buy |
77
+37
| +93% | +$961 | ﹤0.01% | 680 |
|
|
2018
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 794 |
|
|
2018
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 789 |
|
|
2018
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 777 |
|