Envestnet Asset Management’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
175,353
-205,456
| -54% | -$3.12M | ﹤0.01% | 2630 |
|
|
2025
Q1 | $6.36M | Buy |
380,809
+14,776
| +4% | +$247K | ﹤0.01% | 1960 |
|
|
2024
Q4 | $6.9M | Sell |
366,033
-272,917
| -43% | -$5.14M | ﹤0.01% | 1887 |
|
|
2024
Q3 | $12M | Buy |
638,950
+84,943
| +15% | +$1.6M | ﹤0.01% | 1506 |
|
|
2024
Q2 | $10.5M | Buy |
554,007
+66,007
| +14% | +$1.25M | ﹤0.01% | 1530 |
|
|
2024
Q1 | $7.93M | Buy |
488,000
+96,458
| +25% | +$1.57M | ﹤0.01% | 1676 |
|
|
2023
Q4 | $4.96M | Buy |
391,542
+27,870
| +8% | +$353K | ﹤0.01% | 1903 |
|
|
2023
Q3 | $4.95M | Buy |
363,672
+59,852
| +20% | +$815K | ﹤0.01% | 1805 |
|
|
2023
Q2 | $5.22M | Sell |
303,820
-189,317
| -38% | -$3.25M | ﹤0.01% | 1682 |
|
|
2023
Q1 | $3.82M | Buy |
493,137
+235,482
| +91% | +$1.82M | ﹤0.01% | 1794 |
|
|
2022
Q4 | $3.45M | Buy |
257,655
+25,943
| +11% | +$347K | ﹤0.01% | 1812 |
|
|
2022
Q3 | $2.76M | Buy |
231,712
+3,190
| +1% | +$38K | ﹤0.01% | 1886 |
|
|
2022
Q2 | $2.91M | Buy |
228,522
+24,854
| +12% | +$316K | ﹤0.01% | 1860 |
|
|
2022
Q1 | $2.63M | Buy |
203,668
+42,146
| +26% | +$545K | ﹤0.01% | 2041 |
|
|
2021
Q4 | $2.56M | Buy |
161,522
+22,667
| +16% | +$359K | ﹤0.01% | 2008 |
|
|
2021
Q3 | $2.71M | Buy |
138,855
+27,319
| +24% | +$532K | ﹤0.01% | 1905 |
|
|
2021
Q2 | $2.54M | Buy |
111,536
+80,127
| +255% | +$1.82M | ﹤0.01% | 1910 |
|
|
2021
Q1 | $577K | Buy |
31,409
+2,520
| +9% | +$46.3K | ﹤0.01% | 2761 |
|
|
2020
Q4 | $431K | Buy |
+28,889
| New | +$431K | ﹤0.01% | 2734 |
|
|
2020
Q3 | – | Sell |
-33,009
| Closed | -$262K | – | 3177 |
|
|
2020
Q2 | $262K | Buy |
+33,009
| New | +$262K | ﹤0.01% | 2750 |
|
|
2020
Q1 | – | Sell |
-30,659
| Closed | -$386K | – | 3120 |
|
|
2019
Q4 | $386K | Sell |
30,659
-1,942
| -6% | -$24.5K | ﹤0.01% | 2623 |
|
|
2019
Q3 | $291K | Buy |
32,601
+544
| +2% | +$4.86K | ﹤0.01% | 2680 |
|
|
2019
Q2 | $274K | Buy |
32,057
+186
| +0.6% | +$1.59K | ﹤0.01% | 2735 |
|
|
2019
Q1 | $242K | Sell |
31,871
-19,718
| -38% | -$150K | ﹤0.01% | 2739 |
|
|
2018
Q4 | $427K | Buy |
+51,589
| New | +$427K | ﹤0.01% | 2239 |
|
|
2018
Q1 | – | Sell |
-1,086
| Closed | -$10K | – | 2943 |
|
|
2017
Q4 | $10K | Hold |
1,086
| – | – | ﹤0.01% | 2635 |
|
|
2017
Q3 | $11K | Sell |
1,086
-803
| -43% | -$8.13K | ﹤0.01% | 2584 |
|
|
2017
Q2 | $16K | Sell |
1,889
-15,403
| -89% | -$130K | ﹤0.01% | 2640 |
|
|
2017
Q1 | $125K | Buy |
17,292
+198
| +1% | +$1.43K | ﹤0.01% | 2104 |
|
|
2016
Q4 | $122K | Sell |
17,094
-9,929
| -37% | -$70.9K | ﹤0.01% | 2098 |
|
|
2016
Q3 | $197K | Buy |
27,023
+3,964
| +17% | +$28.9K | ﹤0.01% | 2021 |
|
|
2016
Q2 | $135K | Buy |
23,059
+4,761
| +26% | +$27.9K | ﹤0.01% | 2305 |
|
|
2016
Q1 | $116K | Buy |
18,298
+2,999
| +20% | +$19K | ﹤0.01% | 2334 |
|
|
2015
Q4 | $98K | Sell |
15,299
-1,088
| -7% | -$6.97K | ﹤0.01% | 2381 |
|
|
2015
Q3 | $95K | Sell |
16,387
-10,145
| -38% | -$58.8K | ﹤0.01% | 2370 |
|
|
2015
Q2 | $232K | Buy |
+26,532
| New | +$232K | ﹤0.01% | 2068 |
|
|
2015
Q1 | – | Sell |
-7,082
| Closed | -$55K | – | 2358 |
|
|
2014
Q4 | $55K | Buy |
7,082
+1,622
| +30% | +$12.6K | ﹤0.01% | 1385 |
|
|
2014
Q3 | $35K | Buy |
5,460
+4,411
| +420% | +$28.3K | ﹤0.01% | 1648 |
|
|
2014
Q2 | $9K | Buy |
1,049
+446
| +74% | +$3.83K | ﹤0.01% | 2095 |
|
|
2014
Q1 | $4K | Hold |
603
| – | – | ﹤0.01% | 2161 |
|
|
2013
Q4 | $4K | Hold |
603
| – | – | ﹤0.01% | 2080 |
|
|
2013
Q3 | $3K | Hold |
603
| – | – | ﹤0.01% | 2069 |
|
|
2013
Q2 | $3K | Buy |
+603
| New | +$3K | ﹤0.01% | 2022 |
|