Wealth Management Partners’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,466
| Closed | -$204K | – | 113 |
|
|
2024
Q1 | $204K | Sell |
2,466
-1,563
| -39% | -$129K | 0.1% | 115 |
|
|
2023
Q4 | $269K | Sell |
4,029
-150
| -4% | -$10K | 0.15% | 98 |
|
|
2023
Q3 | $281K | Sell |
4,179
-790
| -16% | -$53.1K | 0.18% | 89 |
|
|
2023
Q2 | $336K | Sell |
4,969
-1,769
| -26% | -$120K | 0.21% | 84 |
|
|
2023
Q1 | $364K | Buy |
6,738
+1,738
| +35% | +$94K | 0.25% | 77 |
|
|
2022
Q4 | $282K | Hold |
5,000
| – | – | 0.24% | 79 |
|
|
2022
Q3 | $255K | Sell |
5,000
-1,285
| -20% | -$65.5K | 0.22% | 78 |
|
|
2022
Q2 | $284K | Hold |
6,285
| – | – | 0.25% | 76 |
|
|
2022
Q1 | $378K | Buy |
+6,285
| New | +$378K | 0.27% | 69 |
|