SeaCrest Wealth Management’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,211
| Closed | -$289K | – | 670 |
|
|
2024
Q3 | $289K | Buy |
10,211
+11
| +0.1% | +$311 | 0.03% | 502 |
|
|
2024
Q2 | $195K | Buy |
10,200
+600
| +6% | +$11.5K | 0.02% | 580 |
|
|
2024
Q1 | $315K | Sell |
9,600
-100
| -1% | -$3.28K | 0.04% | 424 |
|
|
2023
Q4 | $314K | Sell |
9,700
-180
| -2% | -$5.83K | 0.04% | 436 |
|
|
2023
Q3 | $269K | Buy |
9,880
+100
| +1% | +$2.72K | 0.04% | 490 |
|
|
2023
Q2 | $296K | Buy |
9,780
+130
| +1% | +$3.94K | 0.04% | 467 |
|
|
2023
Q1 | $313K | Buy |
9,650
+150
| +2% | +$4.87K | 0.04% | 448 |
|
|
2022
Q4 | $267K | Buy |
9,500
+400
| +4% | +$11.2K | 0.04% | 476 |
|
|
2022
Q3 | $327K | Sell |
9,100
-50
| -0.5% | -$1.8K | 0.05% | 415 |
|
|
2022
Q2 | $281K | Buy |
9,150
+149
| +2% | +$4.58K | 0.04% | 483 |
|
|
2022
Q1 | $291K | Buy |
9,001
+250
| +3% | +$8.08K | 0.03% | 517 |
|
|
2021
Q4 | $242K | Sell |
8,751
-1,100
| -11% | -$30.4K | 0.03% | 584 |
|
|
2021
Q3 | $305K | Hold |
9,851
| – | – | 0.04% | 488 |
|
|
2021
Q2 | $208K | Buy |
+9,851
| New | +$208K | 0.03% | 640 |
|
|
2021
Q1 | – | Sell |
-10,637
| Closed | -$171K | – | 663 |
|
|
2020
Q4 | $171K | Hold |
10,637
| – | – | 0.02% | 583 |
|
|
2020
Q3 | $132K | Sell |
10,637
-250
| -2% | -$3.1K | 0.02% | 553 |
|
|
2020
Q2 | $78K | Buy |
+10,887
| New | +$78K | 0.01% | 541 |
|
|
2019
Q2 | – | Sell |
-2,750
| Closed | -$35K | – | 919 |
|
|
2019
Q1 | $35K | Sell |
2,750
-1,500
| -35% | -$19.1K | 0.01% | 1066 |
|
|
2018
Q4 | $85K | Buy |
4,250
+125
| +3% | +$2.5K | 0.02% | 717 |
|
|
2018
Q3 | $117K | Buy |
4,125
+125
| +3% | +$3.55K | 0.02% | 690 |
|
|
2018
Q2 | $84K | Hold |
4,000
| – | – | 0.02% | 787 |
|
|
2018
Q1 | $57K | Sell |
4,000
-475
| -11% | -$6.77K | 0.01% | 898 |
|
|
2017
Q4 | $55K | Buy |
+4,475
| New | +$55K | 0.01% | 917 |
|