Envestnet Portfolio Solutions’s Dolby DLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,536
Closed -$756K 1690
2024
Q2
$756K Buy
9,536
+363
+4% +$28.8K ﹤0.01% 963
2024
Q1
$768K Sell
9,173
-2,262
-20% -$189K ﹤0.01% 939
2023
Q4
$985K Buy
11,435
+1,065
+10% +$91.8K ﹤0.01% 798
2023
Q3
$822K Buy
+10,370
New +$822K ﹤0.01% 799