Envestnet Asset Management’s Skyward Specialty Insurance SKWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.2M | Sell |
90,001
-13,015
| -13% | -$752K | ﹤0.01% | 2175 |
|
2025
Q1 | $5.45M | Buy |
103,016
+27,669
| +37% | +$1.46M | ﹤0.01% | 2064 |
|
2024
Q4 | $3.81M | Sell |
75,347
-10,616
| -12% | -$537K | ﹤0.01% | 2292 |
|
2024
Q3 | $3.5M | Buy |
85,963
+20,927
| +32% | +$852K | ﹤0.01% | 2330 |
|
2024
Q2 | $2.35M | Buy |
65,036
+43,153
| +197% | +$1.56M | ﹤0.01% | 2492 |
|
2024
Q1 | $819K | Buy |
21,883
+1,250
| +6% | +$46.8K | ﹤0.01% | 3162 |
|
2023
Q4 | $699K | Buy |
20,633
+8,628
| +72% | +$292K | ﹤0.01% | 3154 |
|
2023
Q3 | $328K | Buy |
+12,005
| New | +$328K | ﹤0.01% | 3483 |
|