Octavia Wealth Advisors’s Enovix ENVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-27,802
Closed -$227K 225
2024
Q3
$227K Sell
27,802
-4,815
-15% -$39.4K 0.03% 201
2024
Q2
$441K Sell
32,617
-1,292
-4% -$17.5K 0.06% 130
2024
Q1
$238K Buy
33,909
+4,128
+14% +$28.9K 0.04% 189
2023
Q4
$326K Sell
29,781
-1,269
-4% -$13.9K 0.06% 165
2023
Q3
$341K Sell
31,050
-2,132
-6% -$23.4K 0.07% 132
2023
Q2
$524K Buy
33,182
+277
+0.8% +$4.37K 0.11% 95
2023
Q1
$429K Buy
32,905
+6,203
+23% +$80.9K 0.1% 101
2022
Q4
$291K Buy
26,702
+2,855
+12% +$31.1K 0.07% 142
2022
Q3
$383K Sell
23,847
-3,001
-11% -$48.2K 0.1% 107
2022
Q2
$209K Buy
26,848
+11,417
+74% +$88.9K 0.05% 162
2022
Q1
$193K Buy
+15,431
New +$193K 0.04% 185