Envestnet Asset Management’s Savers SVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,464
| Closed | -$220K | – | 4466 |
|
|
2024
Q4 | $220K | Sell |
21,464
-9,101
| -30% | -$93.3K | ﹤0.01% | 4051 |
|
|
2024
Q3 | $322K | Sell |
30,565
-3,553
| -10% | -$37.4K | ﹤0.01% | 3782 |
|
|
2024
Q2 | $418K | Sell |
34,118
-25,627
| -43% | -$314K | ﹤0.01% | 3551 |
|
|
2024
Q1 | $1.15M | Buy |
59,745
+39,156
| +190% | +$755K | ﹤0.01% | 2937 |
|
|
2023
Q4 | $358K | Buy |
+20,589
| New | +$358K | ﹤0.01% | 3512 |
|