Envestnet Portfolio Solutions’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
25,244
+3,731
| +17% | +$334K | 0.01% | 530 |
|
|
2025
Q1 | $1.63M | Sell |
21,513
-6,418
| -23% | -$487K | 0.01% | 646 |
|
|
2024
Q4 | $2.16M | Buy |
27,931
+703
| +3% | +$54.3K | 0.01% | 638 |
|
|
2024
Q3 | $1.99M | Buy |
27,228
+16,861
| +163% | +$1.23M | 0.01% | 660 |
|
|
2024
Q2 | $625K | Sell |
10,367
-688
| -6% | -$41.5K | ﹤0.01% | 1042 |
|
|
2024
Q1 | $698K | Buy |
11,055
+152
| +1% | +$9.59K | ﹤0.01% | 980 |
|
|
2023
Q4 | $634K | Sell |
10,903
-20
| -0.2% | -$1.16K | ﹤0.01% | 947 |
|
|
2023
Q3 | $531K | Buy |
+10,923
| New | +$531K | ﹤0.01% | 960 |
|