Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-35,974
| Closed | -$577K | – | 704 |
|
|
2020
Q4 | $577K | Sell |
35,974
-34,000
| -49% | -$545K | 0.08% | 46 |
|
|
2020
Q3 | $868K | Hold |
69,974
| – | – | 0.13% | 35 |
|
|
2020
Q2 | $498K | Hold |
69,974
| – | – | 0.08% | 39 |
|
|
2020
Q1 | $380K | Hold |
69,974
| – | – | 0.07% | 45 |
|
|
2019
Q4 | $633K | Sell |
69,974
-1,099
| -2% | -$9.94K | 0.1% | 40 |
|
|
2019
Q3 | $511K | Buy |
71,073
+1,099
| +2% | +$7.9K | 0.09% | 41 |
|
|
2019
Q2 | $556K | Hold |
69,974
| – | – | 0.1% | 34 |
|
|
2019
Q1 | $880K | Hold |
69,974
| – | – | 0.17% | 29 |
|
|
2018
Q4 | $1.4M | Hold |
69,974
| – | – | 0.3% | 25 |
|
|
2018
Q3 | $1.99M | Sell |
69,974
-2,810
| -4% | -$79.8K | 0.4% | 19 |
|
|
2018
Q2 | $1.53M | Buy |
+72,784
| New | +$1.53M | 0.34% | 18 |
|