BCMLT
ENV

Beacon Capital Management LLC (Tennessee)’s ENVESTNET, INC. ENV Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35
Closed -$2.19K – 1225
2024
Q3 		$2.19K Hold
35
– – ﹤0.01% 980
2024
Q2 		$2.19K Hold
35
– – ﹤0.01% 854
2024
Q1 		$2.03K Buy
+35
New +$2.03K ﹤0.01% 874