Envestnet Asset Management
AMTD

Envestnet Asset Management’s AMTD IDEA Group AMTD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,178
Closed -$35.7K 4168
2024
Q1
$35.7K Buy
20,178
+3,044
+18% +$5.39K ﹤0.01% 4122
2023
Q4
$30.8K Sell
17,134
-42,002
-71% -$75.6K ﹤0.01% 4008
2023
Q3
$72.7K Buy
59,136
+14,054
+31% +$17.3K ﹤0.01% 3913
2023
Q2
$71.2K Buy
45,082
+9,231
+26% +$14.6K ﹤0.01% 3853
2023
Q1
$22.8K Sell
35,851
-3,235
-8% -$2.06K ﹤0.01% 3918
2022
Q4
$70.4K Buy
39,086
+14,145
+57% +$25.5K ﹤0.01% 3845
2022
Q3
$30K Buy
24,941
+2,995
+14% +$3.6K ﹤0.01% 3850
2022
Q2
$25K Buy
+21,946
New +$25K ﹤0.01% 3869