Envestnet Asset Management
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Envestnet Asset Management’s CSP Inc CSPI Stock Holding History

Envestnet Asset Management’s Portfolio CSPI Stock Details CSPI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
2024
Q1 		$1.64M Sell
2023
Q4 		$888K Hold
2023
Q3 		$777K Buy
2023
Q2 		$529K Hold
2023
Q1 		$602K Buy
2022
Q4 		$371K Hold
2022
Q3 		$283K Buy