Valeo Financial Advisors’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-141,615
| Closed | -$143K | – | 688 |
|
|
2024
Q4 | $143K | Buy |
141,615
+115
| +0.1% | +$116 | ﹤0.01% | 658 |
|
|
2024
Q3 | $142K | Hold |
141,500
| – | – | ﹤0.01% | 662 |
|
|
2024
Q2 | $142K | Buy |
+141,500
| New | +$142K | ﹤0.01% | 624 |
|
|
2020
Q2 | – | Sell |
-68
| Closed | – | – | 1984 |
|
|
2020
Q1 | $0 | Hold |
68
| – | – | ﹤0.01% | 1773 |
|
|
2019
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1515 |
|
|
2019
Q3 | $0 | Hold |
68
| – | – | ﹤0.01% | 1574 |
|
|
2019
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 1458 |
|
|
2019
Q1 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 1433 |
|
|
2018
Q4 | – | Sell |
-47
| Closed | -$1K | – | 1557 |
|
|
2018
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 1600 |
|
|
2018
Q2 | $1K | Buy |
47
+22
| +88% | +$468 | ﹤0.01% | 1444 |
|
|
2018
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 1563 |
|
|
2017
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 1413 |
|
|
2017
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1182 |
|