Envestnet Asset Management’s Guidance Software, Inc. GUID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,411
| Closed | -$9K | – | 3135 |
|
|
2017
Q2 | $9K | Hold |
1,411
| – | – | ﹤0.01% | 2740 |
|
|
2017
Q1 | $8K | Hold |
1,411
| – | – | ﹤0.01% | 2835 |
|
|
2016
Q4 | $10K | Hold |
1,411
| – | – | ﹤0.01% | 2785 |
|
|
2016
Q3 | $8K | Hold |
1,411
| – | – | ﹤0.01% | 2879 |
|
|
2016
Q2 | $9K | Sell |
1,411
-890
| -39% | -$5.68K | ﹤0.01% | 3041 |
|
|
2016
Q1 | $10K | Hold |
2,301
| – | – | ﹤0.01% | 3039 |
|
|
2015
Q4 | $14K | Hold |
2,301
| – | – | ﹤0.01% | 2928 |
|
|
2015
Q3 | $14K | Buy |
+2,301
| New | +$14K | ﹤0.01% | 2961 |
|
|
2015
Q2 | – | Sell |
-25,816
| Closed | -$140K | – | 2292 |
|
|
2015
Q1 | $140K | Buy |
25,816
+1,273
| +5% | +$6.9K | ﹤0.01% | 1993 |
|
|
2014
Q4 | $178K | Buy |
24,543
+874
| +4% | +$6.34K | ﹤0.01% | 1032 |
|
|
2014
Q3 | $159K | Buy |
23,669
+23,046
| +3,699% | +$155K | ﹤0.01% | 1167 |
|
|
2014
Q2 | $6K | Buy |
623
+121
| +24% | +$1.17K | ﹤0.01% | 2255 |
|
|
2014
Q1 | $6K | Buy |
+502
| New | +$6K | ﹤0.01% | 2080 |
|