Adamsbrown Wealth Consultants’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $289K | Hold |
10,000
| – | – | 0.05% | 125 |
|
|
2026
Q1 | $167K | Hold |
10,000
| – | – | 0.04% | 135 |
|
|
2025
Q4 | $134K | Hold |
10,000
| – | – | 0.04% | 123 |
|
|
2025
Q3 | $78.1K | Hold |
10,000
| – | – | 0.02% | 115 |
|
|
2025
Q2 | $61.2K | Buy |
+10,000
| New | +$61.9K | 0.02% | 107 |
|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$46.2K | – | 85 |
|
|
2024
Q1 | $46.2K | Hold |
10,000
| – | – | 0.02% | 81 |
|
|
2023
Q4 | $48.6K | Hold |
10,000
| – | – | 0.02% | 83 |
|
|
2023
Q3 | $47.4K | Hold |
10,000
| – | – | 0.02% | 82 |
|
|
2023
Q2 | $73.6K | Hold |
10,000
| – | – | 0.04% | 78 |
|
|
2023
Q1 | $65K | Hold |
10,000
| – | – | 0.04% | 76 |
|
|
2022
Q4 | $52.6K | Buy |
+10,000
| New | +$51.2K | 0.03% | 76 |
|
|
2022
Q3 | – | Sell |
-32,000
| Closed | -$228K | – | 80 |
|
|
2022
Q2 | $228K | Hold |
32,000
| – | – | 0.18% | 76 |
|
|
2022
Q1 | $149K | Hold |
32,000
| – | – | 0.12% | 90 |
|
|
2021
Q4 | $130K | Buy |
+32,000
| New | +$134K | 0.12% | 80 |
|