Sonen Capital’s Evans Bancorp Inc EVBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,000
| Closed | -$537K | – | 104 |
|
|
2023
Q1 | $537K | Sell |
16,000
-5,000
| -24% | -$168K | 0.91% | 35 |
|
|
2022
Q4 | $785K | Hold |
21,000
| – | – | 1.28% | 26 |
|
|
2022
Q3 | $770K | Hold |
21,000
| – | – | 1.25% | 25 |
|
|
2022
Q2 | $714K | Hold |
21,000
| – | – | 1.02% | 34 |
|
|
2022
Q1 | $798K | Hold |
21,000
| – | – | 0.96% | 36 |
|
|
2021
Q4 | $846K | Buy |
+21,000
| New | +$846K | 0.82% | 42 |
|