Envestnet Asset Management’s Partner Communications PTNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$228K Buy
2022
Q3
$180K Buy
2022
Q2
$91K Buy
2022
Q1
$94K Buy
2015
Q1
Sell
2014
Q4
$16K Sell
2014
Q3
$29K Sell
2014
Q2
$48K Buy
2014
Q1
$53K Sell
2013
Q4
$690K Buy
2013
Q3
$571K Sell
2013
Q2
$466K Buy