Summit Trail Advisors’s eHealth EHTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-35,873
| Closed | -$445K | – | 394 |
|
|
2022
Q1 | $445K | Buy |
35,873
+175
| +0.5% | +$2.17K | 0.04% | 191 |
|
|
2021
Q4 | $910K | Hold |
35,698
| – | – | 0.06% | 135 |
|
|
2021
Q3 | $1.45M | Buy |
35,698
+3,853
| +12% | +$156K | 0.11% | 91 |
|
|
2021
Q2 | $1.86M | Hold |
31,845
| – | – | 0.16% | 70 |
|
|
2021
Q1 | $2.32M | Hold |
31,845
| – | – | 0.25% | 51 |
|
|
2020
Q4 | $2.25M | Hold |
31,845
| – | – | 0.28% | 42 |
|
|
2020
Q3 | $2.25M | Sell |
31,845
-6,792
| -18% | -$479K | 0.43% | 31 |
|
|
2020
Q2 | $3.8M | Hold |
38,637
| – | – | 0.71% | 22 |
|
|
2020
Q1 | $5.44M | Hold |
38,637
| – | – | 1.46% | 12 |
|
|
2019
Q4 | $3.71M | Hold |
38,637
| – | – | 2.15% | 16 |
|
|
2019
Q3 | $2.58M | Hold |
38,637
| – | – | 0.92% | 19 |
|
|
2019
Q2 | $3.33M | Buy |
38,637
+7,262
| +23% | +$625K | 1.45% | 15 |
|
|
2019
Q1 | $1.96M | Sell |
31,375
-1,416
| -4% | -$88.3K | 0.85% | 17 |
|
|
2018
Q4 | $1.26M | Hold |
32,791
| – | – | 0.45% | 33 |
|
|
2018
Q3 | $927K | Sell |
32,791
-10,257
| -24% | -$290K | 0.2% | 63 |
|
|
2018
Q2 | $951K | Hold |
43,048
| – | – | 0.33% | 44 |
|
|
2018
Q1 | $0 | Hold |
43,048
| – | – | ﹤0.01% | 787 |
|
|
2017
Q4 | $748K | Buy |
+43,048
| New | +$748K | 0.09% | 178 |
|