Envestnet Asset Management’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
24,669
-443
| -2% | -$7.65K | ﹤0.01% | 3819 |
|
|
2025
Q1 | $485K | Sell |
25,112
-179
| -0.7% | -$3.46K | ﹤0.01% | 3645 |
|
|
2024
Q4 | $498K | Sell |
25,291
-1,685
| -6% | -$33.2K | ﹤0.01% | 3584 |
|
|
2024
Q3 | $513K | Sell |
26,976
-446
| -2% | -$8.48K | ﹤0.01% | 3532 |
|
|
2024
Q2 | $479K | Sell |
27,422
-389
| -1% | -$6.79K | ﹤0.01% | 3481 |
|
|
2024
Q1 | $471K | Buy |
27,811
+322
| +1% | +$5.46K | ﹤0.01% | 3474 |
|
|
2023
Q4 | $476K | Sell |
27,489
-14,675
| -35% | -$254K | ﹤0.01% | 3356 |
|
|
2023
Q3 | $683K | Buy |
+42,164
| New | +$683K | ﹤0.01% | 3073 |
|