Envestnet Portfolio Solutions’s XP XP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,813
Closed -$200K 1706
2024
Q1
$200K Buy
+7,813
New +$200K ﹤0.01% 1566