Bell Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-71
| Closed | -$4.45K | – | 1975 |
|
|
2024
Q3 | $4.45K | Hold |
71
| – | – | ﹤0.01% | 996 |
|
|
2024
Q2 | $4.44K | Hold |
71
| – | – | ﹤0.01% | 979 |
|
|
2024
Q1 | $4.11K | Hold |
71
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q4 | $3.52K | Buy |
71
+60
| +545% | +$2.97K | ﹤0.01% | 1073 |
|
|
2023
Q3 | $485 | Hold |
11
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q2 | $653 | Hold |
11
| – | – | ﹤0.01% | 1721 |
|
|
2023
Q1 | $646 | Hold |
11
| – | – | ﹤0.01% | 1705 |
|
|
2022
Q4 | $679 | Sell |
11
-28
| -72% | -$1.73K | ﹤0.01% | 1689 |
|
|
2022
Q3 | $2K | Sell |
39
-17
| -30% | -$872 | ﹤0.01% | 1284 |
|
|
2022
Q2 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1070 |
|
|
2021
Q4 | $4K | Hold |
53
| – | – | ﹤0.01% | 932 |
|
|
2021
Q3 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 862 |
|