Envestnet Asset Management
NXGN

Envestnet Asset Management’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,290
Closed -$220K 4226
2023
Q3
$220K Buy
+9,290
New +$220K ﹤0.01% 3698
2023
Q2
Sell
-110,979
Closed -$166K 4121
2023
Q1
$166K Buy
+110,979
New +$166K ﹤0.01% 3701
2018
Q3
Sell
-149
Closed -$3K 2766
2018
Q2
$3K Hold
149
﹤0.01% 2710
2018
Q1
$2K Sell
149
-34
-19% -$456 ﹤0.01% 2734
2017
Q4
$2K Sell
183
-3,468
-95% -$37.9K ﹤0.01% 2871
2017
Q3
$57K Buy
3,651
+1,803
+98% +$28.1K ﹤0.01% 2246
2017
Q2
$31K Sell
1,848
-4,036
-69% -$67.7K ﹤0.01% 2499
2017
Q1
$90K Sell
5,884
-2,830
-32% -$43.3K ﹤0.01% 2220
2016
Q4
$115K Buy
8,714
+8
+0.1% +$106 ﹤0.01% 2131
2016
Q3
$99K Buy
+8,706
New +$99K ﹤0.01% 2322
2014
Q2
Sell
-51
Closed -$1K 2837
2014
Q1
$1K Sell
51
-658
-93% -$12.9K ﹤0.01% 2472
2013
Q4
$15K Buy
709
+137
+24% +$2.9K ﹤0.01% 1605
2013
Q3
$12K Buy
572
+12
+2% +$252 ﹤0.01% 1651
2013
Q2
$10K Buy
+560
New +$10K ﹤0.01% 1672