SIM
Sandia Investment Management’s Ecovyst ECVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,500
| Closed | -$73.3K | – | 118 |
|
|
2023
Q4 | $73.3K | Sell |
7,500
-10,000
| -57% | -$97.7K | 0.05% | 115 |
|
|
2023
Q3 | $172K | Hold |
17,500
| – | – | 0.05% | 120 |
|
|
2023
Q2 | $201K | Buy |
17,500
+10,000
| +133% | +$115K | 0.04% | 95 |
|
|
2023
Q1 | $82.9K | Sell |
7,500
-5,000
| -40% | -$55.3K | 0.02% | 164 |
|
|
2022
Q4 | $111K | Buy |
12,500
+5,000
| +67% | +$44.3K | 0.02% | 158 |
|
|
2022
Q3 | $63K | Buy |
+7,500
| New | +$63K | 0.01% | 207 |
|