Envestnet Asset Management’s SPDR S&P International Financial Sector IPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-14,630
| Closed | -$321K | – | 3104 |
|
|
2015
Q2 | $321K | Buy |
+14,630
| New | +$321K | ﹤0.01% | 1916 |
|
|
2014
Q1 | – | Sell |
-1,297
| Closed | -$30K | – | 2700 |
|
|
2013
Q4 | $30K | Sell |
1,297
-89
| -6% | -$2.06K | ﹤0.01% | 1393 |
|
|
2013
Q3 | $30K | Buy |
1,386
+708
| +104% | +$15.3K | ﹤0.01% | 1355 |
|
|
2013
Q2 | $13K | Buy |
+678
| New | +$13K | ﹤0.01% | 1586 |
|