Envestnet Asset Management’s Grupo SIMEC SIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-225
| Closed | -$2K | – | 2379 |
|
|
2018
Q2 | $2K | Hold |
225
| – | – | ﹤0.01% | 2752 |
|
|
2018
Q1 | $2K | Hold |
225
| – | – | ﹤0.01% | 2723 |
|
|
2017
Q4 | $2K | Hold |
225
| – | – | ﹤0.01% | 2858 |
|
|
2017
Q3 | $2K | Hold |
225
| – | – | ﹤0.01% | 2818 |
|
|
2017
Q2 | $2K | Hold |
225
| – | – | ﹤0.01% | 2954 |
|
|
2017
Q1 | $3K | Hold |
225
| – | – | ﹤0.01% | 2974 |
|
|
2016
Q4 | $3K | Buy |
+225
| New | +$3K | ﹤0.01% | 2954 |
|
|
2013
Q3 | – | Sell |
-578
| Closed | -$8K | – | 2494 |
|
|
2013
Q2 | $8K | Buy |
+578
| New | +$8K | ﹤0.01% | 1751 |
|