JFS Wealth Advisors’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$85 | – | 1964 |
|
|
2024
Q3 | $85 | Sell |
3
-13
| -81% | -$368 | ﹤0.01% | 1911 |
|
|
2024
Q2 | $306 | Buy |
+16
| New | +$306 | ﹤0.01% | 1862 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$166 | – | 2010 |
|
|
2023
Q4 | $166 | Sell |
5
-17
| -77% | -$564 | ﹤0.01% | 1920 |
|
|
2023
Q3 | $600 | Buy |
22
+8
| +57% | +$218 | ﹤0.01% | 1713 |
|
|
2023
Q2 | $425 | Hold |
14
| – | – | ﹤0.01% | 1786 |
|
|
2023
Q1 | $455 | Sell |
14
-1
| -7% | -$33 | ﹤0.01% | 1732 |
|
|
2022
Q4 | $421 | Sell |
15
-2
| -12% | -$56 | ﹤0.01% | 1757 |
|
|
2022
Q3 | $1K | Buy |
17
+1
| +6% | +$59 | ﹤0.01% | 1539 |
|
|
2022
Q2 | $0 | Buy |
16
+6
| +60% | – | ﹤0.01% | 1802 |
|
|
2022
Q1 | $0 | Buy |
10
+8
| +400% | – | ﹤0.01% | 1867 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1763 |
|