Envestnet Asset Management’s Journey Medical DERM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Sell
69,991
-33,162
-32% -$238K ﹤0.01% 3681
2025
Q1
$609K Sell
103,153
-404
-0.4% -$2.38K ﹤0.01% 3500
2024
Q4
$405K Sell
103,557
-6,029
-6% -$23.6K ﹤0.01% 3707
2024
Q3
$619K Sell
109,586
-21,985
-17% -$124K ﹤0.01% 3414
2024
Q2
$742K Buy
131,571
+102,596
+354% +$579K ﹤0.01% 3217
2024
Q1
$107K Buy
+28,975
New +$107K ﹤0.01% 4053