SW
SkyOak Wealth’s Evolv Technologies EVLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
16,335
| – | – | 0.02% | 240 |
|
|
2025
Q1 | $51K | Hold |
16,335
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $64.5K | Hold |
16,335
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $66.2K | Sell |
16,335
-750
| -4% | -$3.04K | 0.01% | 235 |
|
|
2024
Q2 | $43.6K | Hold |
17,085
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $76K | Hold |
17,085
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $80.6K | Hold |
17,085
| – | – | 0.02% | 229 |
|
|
2023
Q3 | $83K | Hold |
17,085
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $103K | Hold |
17,085
| – | – | 0.03% | 230 |
|
|
2023
Q1 | $53.3K | Hold |
17,085
| – | – | 0.02% | 240 |
|
|
2022
Q4 | $44.3K | Buy |
17,085
+750
| +5% | +$1.94K | 0.01% | 219 |
|
|
2022
Q3 | $35K | Hold |
16,335
| – | – | 0.01% | 211 |
|
|
2022
Q2 | $43K | Buy |
+16,335
| New | +$43K | 0.01% | 215 |
|