Allworth Financial’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 |
-9
| Closed | -$564 | – | 4103 |
|
|
2024
Q3 | $564 | Hold |
9
| – | – | ﹤0.01% | 3388 |
|
|
2024
Q2 | $555 | Hold |
9
| – | – | ﹤0.01% | 3343 |
|
|
2024
Q1 | $522 | Hold |
9
| – | – | ﹤0.01% | 3282 |
|
|
2023
Q4 | $446 | Buy |
9
+2
| +29% | +$99 | ﹤0.01% | 3159 |
|
|
2023
Q3 | $309 | Buy |
+7
| New | +$309 | ﹤0.01% | 3161 |
|
|
2020
Q2 | – | Sell |
-141
| Closed | -$8K | – | 1464 |
|
|
2020
Q1 | $8K | Buy |
141
+137
| +3,425% | +$7.77K | ﹤0.01% | 774 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1157 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1066 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1080 |
|