Envestnet Asset Management’s Outset Medical OM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,976
| Closed | -$241K | – | 4253 |
|
|
2023
Q4 | $241K | Buy |
2,976
+85
| +3% | +$6.9K | ﹤0.01% | 3732 |
|
|
2023
Q3 | $472K | Buy |
2,891
+1,844
| +176% | +$301K | ﹤0.01% | 3293 |
|
|
2023
Q2 | $344K | Sell |
1,047
-302
| -22% | -$99.1K | ﹤0.01% | 3417 |
|
|
2023
Q1 | $372K | Buy |
1,349
+607
| +82% | +$168K | ﹤0.01% | 3334 |
|
|
2022
Q4 | $288K | Sell |
742
-140
| -16% | -$54.2K | ﹤0.01% | 3454 |
|
|
2022
Q3 | $211K | Buy |
882
+70
| +9% | +$16.7K | ﹤0.01% | 3550 |
|
|
2022
Q2 | $181K | Sell |
812
-224
| -22% | -$49.9K | ﹤0.01% | 3635 |
|
|
2022
Q1 | $706K | Buy |
1,036
+74
| +8% | +$50.4K | ﹤0.01% | 2908 |
|
|
2021
Q4 | $665K | Buy |
+962
| New | +$665K | ﹤0.01% | 2894 |
|