Arax Advisory Partners’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 | $6.83K | Hold |
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|
2024
Q2 | $6.82K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $75K | Buy |
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|
2020
Q4 | $85K | Buy |
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|
2020
Q3 | $79K | Buy |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $66K | Sell |
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|
2019
Q3 | $69K | Hold |
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|
2019
Q2 | $83K | Buy |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $16K | Buy |
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