Envestnet Asset Management’s Superior Group of Companies SGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-54
| Closed | -$1K | – | 2373 |
|
|
2018
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 2822 |
|
|
2018
Q1 | $1K | Buy |
54
+18
| +50% | +$333 | ﹤0.01% | 2799 |
|
|
2017
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 2925 |
|
|
2014
Q1 | – | Sell |
-104
| Closed | -$2K | – | 2635 |
|
|
2013
Q4 | $2K | Buy |
+104
| New | +$2K | ﹤0.01% | 2258 |
|