J.P. Morgan Private Wealth Advisors’s Evolent Health EVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,166
| Closed | -$492K | – | 1617 |
|
|
2023
Q1 | $492K | Sell |
15,166
-5,150
| -25% | -$167K | ﹤0.01% | 1488 |
|
|
2022
Q4 | $570K | Sell |
20,316
-3,643
| -15% | -$102K | ﹤0.01% | 1414 |
|
|
2022
Q3 | $861K | Sell |
23,959
-670
| -3% | -$24.1K | ﹤0.01% | 1213 |
|
|
2022
Q2 | $756K | Buy |
24,629
+2,624
| +12% | +$80.5K | ﹤0.01% | 1272 |
|
|
2022
Q1 | $711K | Buy |
22,005
+355
| +2% | +$11.5K | ﹤0.01% | 1370 |
|
|
2021
Q4 | $599K | Buy |
+21,650
| New | +$599K | ﹤0.01% | 1479 |
|