Perfromance Wealth Partners’s Evolent Health EVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-19,282
Closed -$637K 174
2023
Q4
$637K Sell
19,282
-1,805
-9% -$59.6K 0.03% 87
2023
Q3
$574K Sell
21,087
-2,298
-10% -$62.6K 0.03% 95
2023
Q2
$683K Sell
23,385
-100
-0.4% -$2.92K 0.03% 95
2023
Q1
$762K Buy
+23,485
New +$762K 0.04% 88