Avior Wealth Management’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 |
-10
| Closed | -$579 | – | 3934 |
|
|
2024
Q1 | $579 | Buy |
+10
| New | +$579 | ﹤0.01% | 2534 |
|
|
2019
Q4 | – | Sell |
-2,420
| Closed | -$137K | – | 923 |
|
|
2019
Q3 | $137K | Sell |
2,420
-1,660
| -41% | -$94K | 0.02% | 391 |
|
|
2019
Q2 | $279K | Hold |
4,080
| – | – | 0.05% | 310 |
|
|
2019
Q1 | $266K | Buy |
4,080
+1,430
| +54% | +$93.2K | 0.06% | 303 |
|
|
2018
Q4 | $130K | Sell |
2,650
-1,100
| -29% | -$54K | 0.03% | 396 |
|
|
2018
Q3 | $229K | Buy |
3,750
+50
| +1% | +$3.05K | 0.05% | 317 |
|
|
2018
Q2 | $203K | Buy |
+3,700
| New | +$203K | 0.05% | 324 |
|