Envestnet Asset Management’s Team TISI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,143
| Closed | -$72K | – | 3172 |
|
|
2020
Q1 | $72K | Sell |
11,143
-304
| -3% | -$1.96K | ﹤0.01% | 2872 |
|
|
2019
Q4 | $183K | Buy |
11,447
+687
| +6% | +$11K | ﹤0.01% | 2935 |
|
|
2019
Q3 | $194K | Buy |
+10,760
| New | +$194K | ﹤0.01% | 2875 |
|
|
2019
Q2 | – | Sell |
-10,626
| Closed | -$186K | – | 3076 |
|
|
2019
Q1 | $186K | Buy |
10,626
+558
| +6% | +$9.77K | ﹤0.01% | 2844 |
|
|
2018
Q4 | $147K | Buy |
+10,068
| New | +$147K | ﹤0.01% | 2743 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$2K | – | 2487 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2757 |
|
|
2018
Q1 | $1K | Sell |
100
-39
| -28% | -$390 | ﹤0.01% | 2806 |
|
|
2017
Q4 | $2K | Hold |
139
| – | – | ﹤0.01% | 2864 |
|
|
2017
Q3 | $2K | Sell |
139
-376
| -73% | -$5.41K | ﹤0.01% | 2823 |
|
|
2017
Q2 | $12K | Sell |
515
-384
| -43% | -$8.95K | ﹤0.01% | 2684 |
|
|
2017
Q1 | $24K | Sell |
899
-1,039
| -54% | -$27.7K | ﹤0.01% | 2642 |
|
|
2016
Q4 | $76K | Sell |
1,938
-100
| -5% | -$3.92K | ﹤0.01% | 2295 |
|
|
2016
Q3 | $67K | Sell |
2,038
-161
| -7% | -$5.29K | ﹤0.01% | 2494 |
|
|
2016
Q2 | $55K | Sell |
2,199
-353
| -14% | -$8.83K | ﹤0.01% | 2689 |
|
|
2016
Q1 | $78K | Buy |
+2,552
| New | +$78K | ﹤0.01% | 2521 |
|