Pathstone Family Office’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $300K | Buy |
+4,460
| New | +$300K | ﹤0.01% | 1307 |
|
|
2023
Q1 | – | Sell |
-3,636
| Closed | -$218K | – | 1287 |
|
|
2022
Q4 | $218K | Sell |
3,636
-7,654
| -68% | -$459K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $513K | Buy |
+11,290
| New | +$513K | ﹤0.01% | 1063 |
|
|
2022
Q2 | – | Sell |
-3,726
| Closed | -$212K | – | 1068 |
|
|
2022
Q1 | $212K | Buy |
+3,726
| New | +$212K | ﹤0.01% | 876 |
|
|
2021
Q4 | – | Sell |
-4,303
| Closed | -$258K | – | 898 |
|
|
2021
Q3 | $258K | Buy |
4,303
+132
| +3% | +$7.91K | 0.01% | 720 |
|
|
2021
Q2 | $260K | Sell |
4,171
-142
| -3% | -$8.85K | 0.01% | 690 |
|
|
2021
Q1 | $282K | Buy |
4,313
+4,019
| +1,367% | +$263K | 0.01% | 500 |
|
|
2020
Q4 | $19K | Hold |
294
| – | – | ﹤0.01% | 698 |
|
|
2020
Q3 | $15K | Hold |
294
| – | – | ﹤0.01% | 534 |
|
|
2020
Q2 | $14K | Hold |
294
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $15K | Buy |
+294
| New | +$15K | ﹤0.01% | 450 |
|
|
2019
Q4 | – | Sell |
-294
| Closed | -$15K | – | 481 |
|
|
2019
Q3 | $15K | Hold |
294
| – | – | ﹤0.01% | 436 |
|
|
2019
Q2 | $15K | Hold |
294
| – | – | ﹤0.01% | 480 |
|
|
2019
Q1 | $14K | Buy |
+294
| New | +$14K | ﹤0.01% | 471 |
|