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 |
|