Envestnet Asset Management’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-37,709
| Closed | -$38.1K | – | 4044 |
|
|
2022
Q4 | $38.1K | Sell |
37,709
-61
| -0.2% | -$62 | ﹤0.01% | 3890 |
|
|
2022
Q3 | $61K | Buy |
37,770
+20,030
| +113% | +$32.3K | ﹤0.01% | 3796 |
|
|
2022
Q2 | $58K | Buy |
+17,740
| New | +$58K | ﹤0.01% | 3808 |
|
|
2021
Q4 | – | Sell |
-23,071
| Closed | -$335K | – | 3917 |
|
|
2021
Q3 | $335K | Sell |
23,071
-3,923
| -15% | -$57K | ﹤0.01% | 3227 |
|
|
2021
Q2 | $482K | Buy |
26,994
+13,878
| +106% | +$248K | ﹤0.01% | 3009 |
|
|
2021
Q1 | $241K | Buy |
+13,116
| New | +$241K | ﹤0.01% | 3251 |
|