Steward Partners Investment Advisory’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30
| Closed | -$1K | – | 3214 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 3061 |
|
|
2021
Q2 | $1K | Sell |
30
-1,485
| -98% | -$49.5K | ﹤0.01% | 6950 |
|
|
2021
Q1 | $43.6K | Sell |
1,515
-33
| -2% | -$949 | ﹤0.01% | 2064 |
|
|
2020
Q4 | $46K | Buy |
1,548
+33
| +2% | +$981 | ﹤0.01% | 1707 |
|
|
2020
Q3 | $40K | Sell |
1,515
-2,643
| -64% | -$69.8K | ﹤0.01% | 1594 |
|
|
2020
Q2 | $90K | Sell |
4,158
-8,573
| -67% | -$186K | ﹤0.01% | 1196 |
|
|
2020
Q1 | $200K | Buy |
12,731
+4,927
| +63% | +$77.4K | 0.01% | 793 |
|
|
2019
Q4 | $211K | Buy |
7,804
+1,936
| +33% | +$52.3K | 0.01% | 866 |
|
|
2019
Q3 | $187K | Sell |
5,868
-3
| -0.1% | -$96 | 0.01% | 871 |
|
|
2019
Q2 | $224K | Buy |
5,871
+397
| +7% | +$15.1K | 0.01% | 778 |
|
|
2019
Q1 | $208K | Buy |
+5,474
| New | +$208K | 0.01% | 733 |
|
|
2018
Q4 | – | Sell |
-4,491
| Closed | -$175K | – | 1180 |
|
|
2018
Q3 | $175K | Buy |
4,491
+152
| +4% | +$5.92K | 0.01% | 758 |
|
|
2018
Q2 | $175K | Buy |
4,339
+394
| +10% | +$15.9K | 0.01% | 687 |
|
|
2018
Q1 | $154K | Buy |
3,945
+203
| +5% | +$7.92K | 0.01% | 670 |
|
|
2017
Q4 | $149K | Buy |
3,742
+1,747
| +88% | +$69.6K | 0.01% | 571 |
|
|
2017
Q3 | $55K | Buy |
1,995
+918
| +85% | +$25.3K | 0.01% | 669 |
|
|
2017
Q2 | $29K | Buy |
+1,077
| New | +$29K | ﹤0.01% | 772 |
|