Envestnet Asset Management’s FiscalNote NOTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-68,365
| Closed | -$55.2K | – | 4521 |
|
|
2025
Q1 | $55.2K | Buy |
68,365
+39,744
| +139% | +$32.1K | ﹤0.01% | 4290 |
|
|
2024
Q4 | $30.6K | Buy |
28,621
+6,090
| +27% | +$6.52K | ﹤0.01% | 4276 |
|
|
2024
Q3 | $28.8K | Buy |
22,531
+731
| +3% | +$936 | ﹤0.01% | 4196 |
|
|
2024
Q2 | $31.8K | Buy |
+21,800
| New | +$31.8K | ﹤0.01% | 4130 |
|