Envestnet Portfolio Solutions’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
3,962
+47
| +1% | +$5K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $351K | Sell |
3,915
-2,125
| -35% | -$190K | ﹤0.01% | 1218 |
|
|
2024
Q4 | $593K | Sell |
6,040
-1,498
| -20% | -$147K | ﹤0.01% | 1154 |
|
|
2024
Q3 | $667K | Buy |
7,538
+124
| +2% | +$11K | ﹤0.01% | 1058 |
|
|
2024
Q2 | $549K | Sell |
7,414
-868
| -10% | -$64.2K | ﹤0.01% | 1100 |
|
|
2024
Q1 | $640K | Buy |
8,282
+839
| +11% | +$64.9K | ﹤0.01% | 1009 |
|
|
2023
Q4 | $577K | Buy |
7,443
+456
| +7% | +$35.3K | ﹤0.01% | 990 |
|
|
2023
Q3 | $468K | Buy |
+6,987
| New | +$468K | ﹤0.01% | 1014 |
|