O'Shaughnessy Asset Management’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $78K | Sell |
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|
2023
Q4 | $128K | Sell |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $189K | Buy |
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|
2023
Q1 | $90.3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $66K | Sell |
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|
2020
Q3 | $57K | Sell |
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|
2020
Q2 | $84K | Buy |
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