Envestnet Asset Management’s 2ndVote Society Defended ETF EGIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-9,525
| Closed | -$345K | – | 4206 |
|
2023
Q2 | $345K | Buy |
9,525
+566
| +6% | +$20.5K | ﹤0.01% | 3415 |
|
2023
Q1 | $305K | Buy |
8,959
+100
| +1% | +$3.41K | ﹤0.01% | 3433 |
|
2022
Q4 | $290K | Buy |
8,859
+72
| +0.8% | +$2.36K | ﹤0.01% | 3447 |
|
2022
Q3 | $255K | Hold |
8,787
| – | – | ﹤0.01% | 3455 |
|
2022
Q2 | $263K | Buy |
+8,787
| New | +$263K | ﹤0.01% | 3435 |
|