Alley Investment Management Company’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $751K | Hold |
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|
2024
Q2 | $751K | Hold |
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|
2024
Q1 | $695K | Hold |
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|
2023
Q4 | $594K | Hold |
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|
2023
Q3 | $528K | Hold |
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|
2023
Q2 | $712K | Hold |
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|
2023
Q1 | $704K | Hold |
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|
2022
Q4 | $740K | Hold |
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|
2022
Q3 | $533K | Hold |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $922K | Buy |
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