Bank of Montreal’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 | $39.8M | Buy |
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|
2024
Q2 | $39.6M | Buy |
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|
2024
Q1 | $34M | Sell |
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|
2023
Q4 | $29.9M | Buy |
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|
2023
Q3 | $29.9M | Sell |
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|
2023
Q2 | $37.3M | Buy |
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|
2023
Q1 | $31.5M | Buy |
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|
2022
Q4 | $23.1M | Buy |
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|
2022
Q3 | $259 | Sell |
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|
2022
Q2 | $10.2K | Sell |
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|
2022
Q1 | $13.6M | Sell |
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|
2021
Q4 | $25.6M | Sell |
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|
2021
Q3 | $27M | Buy |
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|
2021
Q2 | $21M | Buy |
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|
2021
Q1 | $144K | Sell |
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|
2020
Q4 | $733K | Sell |
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|
2020
Q3 | $2.91M | Sell |
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|
2020
Q2 | $2.98M | Buy |
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|
2020
Q1 | $19K | Sell |
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|
2019
Q4 | $451K | Buy |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $339K | Buy |
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|
2019
Q1 | $51K | Sell |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $69K | Buy |
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|
2018
Q2 | $57K | Buy |
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|
2018
Q1 | $31K | Buy |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $18K | Buy |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $6K | Hold |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $4K | Sell |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $1.95M | Sell |
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|
2015
Q2 | $4.25M | Buy |
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|
2015
Q1 | $330K | Sell |
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|
2014
Q4 | $470K | Sell |
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|
2014
Q3 | $453K | Sell |
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|
2014
Q2 | $521K | Sell |
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|
2014
Q1 | $465K | Buy |
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|
2013
Q4 | $435K | Sell |
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|
2013
Q3 | $476K | Sell |
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|
2013
Q2 | $393K | Buy |
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