Alley Investment Management Company’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,000
| Closed | -$751K | – | 86 |
|
|
2024
Q3 | $751K | Hold |
12,000
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $751K | Hold |
12,000
| – | – | 0.1% | 68 |
|
|
2024
Q1 | $695K | Hold |
12,000
| – | – | 0.1% | 68 |
|
|
2023
Q4 | $594K | Hold |
12,000
| – | – | 0.09% | 72 |
|
|
2023
Q3 | $528K | Hold |
12,000
| – | – | 0.09% | 69 |
|
|
2023
Q2 | $712K | Hold |
12,000
| – | – | 0.11% | 70 |
|
|
2023
Q1 | $704K | Hold |
12,000
| – | – | 0.12% | 68 |
|
|
2022
Q4 | $740K | Hold |
12,000
| – | – | 0.13% | 68 |
|
|
2022
Q3 | $533K | Hold |
12,000
| – | – | 0.11% | 68 |
|
|
2022
Q2 | $633K | Sell |
12,000
-386
| -3% | -$20.4K | 0.12% | 66 |
|
|
2022
Q1 | $922K | Buy |
+12,386
| New | +$922K | 0.15% | 64 |
|