Envestnet Asset Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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2018
Q1 | $52.8M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $38M | Sell |
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|
2016
Q2 | $37.5M | Buy |
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|
2016
Q1 | $36.9M | Sell |
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|
2015
Q4 | $37.8M | Buy |
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|
2015
Q3 | $35M | Buy |
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|
2015
Q2 | $35.9M | Buy |
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2015
Q1 | $35.9M | Sell |
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|
2014
Q4 | $37.7M | Buy |
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|
2014
Q3 | $34.4M | Buy |
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|
2014
Q2 | $32.9M | Buy |
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|
2014
Q1 | $30.2M | Buy |
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|
2013
Q4 | $22.7M | Buy |
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|
2013
Q3 | $19M | Buy |
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|
2013
Q2 | $15.5M | Buy |
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