Envestnet Asset Management’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $93K | Hold |
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|
2022
Q2 | $105K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Sell |
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|
2017
Q4 | $151K | Sell |
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|
2017
Q3 | $162K | Buy |
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|
2017
Q2 | $140K | Sell |
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|
2017
Q1 | $206K | Sell |
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|
2016
Q4 | $545K | Sell |
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|
2016
Q3 | $531K | Buy |
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|
2016
Q2 | $250K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $473K | Buy |
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|
2015
Q2 | $459K | Buy |
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|
2015
Q1 | $377K | Buy |
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|
2014
Q4 | $139K | Buy |
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