Bellevue Asset 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
Q3 | – | Sell |
-28
| Closed | -$1.75K | – | 472 |
|
|
2024
Q2 | $1.75K | Hold |
28
| – | – | ﹤0.01% | 423 |
|
|
2024
Q1 | $1.62K | Hold |
28
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $1.39K | Hold |
28
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $1.23K | Hold |
28
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $1.66K | Hold |
28
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $1.64K | Hold |
28
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $1.72K | Hold |
28
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $2K | Sell |
28
-8
| -22% | -$571 | ﹤0.01% | 499 |
|
|
2021
Q4 | $3K | Sell |
36
-2
| -5% | -$167 | ﹤0.01% | 472 |
|
|
2021
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $3K | Sell |
38
-5
| -12% | -$395 | ﹤0.01% | 496 |
|
|
2021
Q1 | $3K | Sell |
43
-2
| -4% | -$140 | ﹤0.01% | 549 |
|
|
2020
Q4 | $4K | Sell |
45
-9
| -17% | -$800 | ﹤0.01% | 498 |
|
|
2020
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 457 |
|
|
2020
Q1 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 486 |
|