Envestnet Portfolio Solutions’s Standex International SXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,121
| Closed | -$397K | – | 1757 |
|
|
2024
Q4 | $397K | Buy |
2,121
+315
| +17% | +$58.9K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $330K | Buy |
1,806
+181
| +11% | +$33.1K | ﹤0.01% | 1398 |
|
|
2024
Q2 | $262K | Sell |
1,625
-147
| -8% | -$23.7K | ﹤0.01% | 1452 |
|
|
2024
Q1 | $323K | Sell |
1,772
-63
| -3% | -$11.5K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $291K | Buy |
1,835
+126
| +7% | +$20K | ﹤0.01% | 1310 |
|
|
2023
Q3 | $249K | Buy |
+1,709
| New | +$249K | ﹤0.01% | 1324 |
|