Asset Dedication LLC’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$1K | – | 1237 |
|
|
2024
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 971 |
|
|
2023
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 974 |
|
|
2023
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 976 |
|
|
2023
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 952 |
|
|
2023
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 939 |
|
|
2022
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 981 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 930 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 516 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 975 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 915 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 992 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 842 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 662 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 761 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 635 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 636 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 785 |
|
|
2019
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 598 |
|