Envestnet Asset Management’s Global Self Storage SELF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,291
| Closed | -$121K | – | 4287 |
|
|
2024
Q1 | $121K | Sell |
27,291
-5,351
| -16% | -$23.8K | ﹤0.01% | 4043 |
|
|
2023
Q4 | $151K | Buy |
32,642
+553
| +2% | +$2.56K | ﹤0.01% | 3882 |
|
|
2023
Q3 | $156K | Buy |
32,089
+9,441
| +42% | +$45.9K | ﹤0.01% | 3790 |
|
|
2023
Q2 | $114K | Buy |
22,648
+338
| +2% | +$1.71K | ﹤0.01% | 3818 |
|
|
2023
Q1 | $115K | Sell |
22,310
-578
| -3% | -$2.97K | ﹤0.01% | 3781 |
|
|
2022
Q4 | $112K | Sell |
22,888
-178,664
| -89% | -$872K | ﹤0.01% | 3796 |
|
|
2022
Q3 | $1.18M | Buy |
201,552
+42,212
| +26% | +$247K | ﹤0.01% | 2430 |
|
|
2022
Q2 | $897K | Buy |
+159,340
| New | +$897K | ﹤0.01% | 2679 |
|
|
2021
Q3 | – | Sell |
-15,000
| Closed | -$78K | – | 3750 |
|
|
2021
Q2 | $78K | Hold |
15,000
| – | – | ﹤0.01% | 3583 |
|
|
2021
Q1 | $71K | Hold |
15,000
| – | – | ﹤0.01% | 3439 |
|
|
2020
Q4 | $60K | Hold |
15,000
| – | – | ﹤0.01% | 3224 |
|
|
2020
Q3 | $60K | Hold |
15,000
| – | – | ﹤0.01% | 3052 |
|
|
2020
Q2 | $59K | Hold |
15,000
| – | – | ﹤0.01% | 3018 |
|
|
2020
Q1 | $53K | Hold |
15,000
| – | – | ﹤0.01% | 2895 |
|
|
2019
Q4 | $65K | Buy |
+15,000
| New | +$65K | ﹤0.01% | 3031 |
|