Envestnet Asset Management’s Regional Management Corp RM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-86
| Closed | -$3K | – | 2319 |
|
|
2018
Q2 | $3K | Hold |
86
| – | – | ﹤0.01% | 2704 |
|
|
2018
Q1 | $3K | Hold |
86
| – | – | ﹤0.01% | 2665 |
|
|
2017
Q4 | $2K | Hold |
86
| – | – | ﹤0.01% | 2857 |
|
|
2017
Q3 | $2K | Hold |
86
| – | – | ﹤0.01% | 2817 |
|
|
2017
Q2 | $2K | Sell |
86
-2,111
| -96% | -$49.1K | ﹤0.01% | 2952 |
|
|
2017
Q1 | $43K | Buy |
2,197
+47
| +2% | +$920 | ﹤0.01% | 2467 |
|
|
2016
Q4 | $56K | Buy |
+2,150
| New | +$56K | ﹤0.01% | 2406 |
|
|
2014
Q4 | – | Sell |
-42
| Closed | -$1K | – | 2692 |
|
|
2014
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 2639 |
|
|
2014
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 2621 |
|
|
2014
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 2443 |
|
|
2013
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2364 |
|