Envestnet Asset Management’s ESS Tech GWH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-74,677
| Closed | -$61.1K | – | 4262 |
|
|
2024
Q2 | $61.1K | Sell |
74,677
-747
| -1% | -$611 | ﹤0.01% | 4092 |
|
|
2024
Q1 | $54.6K | Sell |
75,424
-7,018
| -9% | -$5.08K | ﹤0.01% | 4102 |
|
|
2023
Q4 | $94K | Buy |
+82,442
| New | +$94K | ﹤0.01% | 3947 |
|