TWA
TCI Wealth Advisors’s Evolent Health EVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-508
| Closed | -$16.5K | – | 867 |
|
|
2023
Q1 | $16.5K | Buy |
508
+1
| +0.2% | +$32 | ﹤0.01% | 806 |
|
|
2022
Q4 | $14.2K | Buy |
507
+340
| +204% | +$9.55K | ﹤0.01% | 856 |
|
|
2022
Q3 | $6K | Buy |
167
+2
| +1% | +$72 | ﹤0.01% | 1328 |
|
|
2022
Q2 | $5K | Hold |
165
| – | – | ﹤0.01% | 1466 |
|
|
2022
Q1 | $5K | Sell |
165
-62
| -27% | -$1.88K | ﹤0.01% | 1526 |
|
|
2021
Q4 | $6K | Buy |
227
+89
| +64% | +$2.35K | ﹤0.01% | 1518 |
|
|
2021
Q3 | $4K | Buy |
+138
| New | +$4K | ﹤0.01% | 1715 |
|
|
2021
Q2 | – | Sell |
-96
| Closed | -$2K | – | 2334 |
|
|
2021
Q1 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 1715 |
|
|
2019
Q4 | – | Sell |
-82
| Closed | -$1K | – | 1571 |
|
|
2019
Q3 | $1K | Buy |
+82
| New | +$1K | ﹤0.01% | 1265 |
|
|
2019
Q2 | – | Sell |
-62
| Closed | -$1K | – | 1451 |
|
|
2019
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 1197 |
|
|
2018
Q4 | $1K | Sell |
62
-18
| -23% | -$290 | ﹤0.01% | 1187 |
|
|
2018
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1012 |
|
|
2018
Q2 | $2K | Buy |
80
+18
| +29% | +$450 | ﹤0.01% | 1066 |
|
|
2018
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 1123 |
|
|
2017
Q4 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 1174 |
|
|
2017
Q3 | – | Sell |
-32
| Closed | -$1K | – | 1338 |
|
|
2017
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1075 |
|