Envestnet Asset Management’s PDF Solutions PDFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
49,553
-2,603
| -5% | -$55.7K | ﹤0.01% | 3250 |
|
|
2025
Q1 | $997K | Buy |
52,156
+8,393
| +19% | +$160K | ﹤0.01% | 3212 |
|
|
2024
Q4 | $1.19M | Buy |
43,763
+2,015
| +5% | +$54.6K | ﹤0.01% | 3053 |
|
|
2024
Q3 | $1.32M | Buy |
41,748
+4,959
| +13% | +$157K | ﹤0.01% | 2936 |
|
|
2024
Q2 | $1.34M | Buy |
36,789
+367
| +1% | +$13.4K | ﹤0.01% | 2836 |
|
|
2024
Q1 | $1.23M | Buy |
36,422
+2,564
| +8% | +$86.3K | ﹤0.01% | 2899 |
|
|
2023
Q4 | $1.09M | Buy |
+33,858
| New | +$1.09M | ﹤0.01% | 2882 |
|