Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-17,498
Closed -$84.7K 611
2022
Q4
$84.7K Sell
17,498
-3,445
-16% -$12.8K 0.01% 586
2022
Q3
$82K Buy
+20,943
New +$146K 0.01% 791
2021
Q1
Sell
-11,333
Closed -$800K 808
2020
Q4
$800K Buy
+11,333
New +$861K 0.05% 370
2019
Q2
Sell
-31,931
Closed -$1.99M 425
2019
Q1
$1.99M Sell
31,931
-21,469
-40% -$1.18M 0.11% 200
2018
Q4
$2.05M Buy
53,400
+13,000
+32% +$437K 0.11% 198
2018
Q3
$1.14M Hold
40,400
0.05% 297
2018
Q2
$893K Sell
40,400
-7,034
-15% -$136K 0.03% 344
2018
Q1
$679K Buy
47,434
+4,798
+11% +$79K 0.02% 408
2017
Q4
$741K Sell
42,636
-9,264
-18% -$207K 0.02% 387
2017
Q3
$1.24M Buy
+51,900
New +$1.06M 0.04% 334
2016
Q4
Sell
-42,500
Closed -$476K 513
2016
Q3
$476K Buy
42,500
+16,300
+62% +$192K 0.03% 379
2016
Q2
$367K Buy
26,200
+11,900
+83% +$144K 0.03% 361
2016
Q1
$134K Sell
14,300
-2,300
-14% -$22.8K 0.01% 531
2015
Q4
$166K Sell
16,600
-25,779
-61% -$307K 0.02% 360
2015
Q3
$543K Buy
+42,379
New +$602K 0.01% 880
2014
Q3
Sell
-25,423
Closed -$965K 1378
2014
Q2
$965K Sell
25,423
-13,532
-35% -$536K 0.03% 723
2014
Q1
$1.98M Buy
38,955
+28,306
+266% +$1.47M 0.05% 465
2013
Q4
$495K Sell
10,649
-40,584
-79% -$1.69M 0.06% 431
2013
Q3
$1.65M Sell
51,233
-32,583
-39% -$898K 0.04% 572
2013
Q2
$1.9M Buy
+83,816
New +$1.88M 0.05% 572

Other funds holding EHTH