BAM
ENV

Belpointe Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Belpointe Asset Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-241
Closed -$14.1K – 3721
2023
Q1 		$14.1K Buy
241
+141
+141% +$8.27K ﹤0.01% 2517
2022
Q4 		$6.17K Buy
+100
New +$6.17K ﹤0.01% 2840