Benjamin Edwards Inc’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 |
-6,538
| Closed | -$409K | – | 1151 |
|
|
2024
Q3 | $409K | Sell |
6,538
-1,243
| -16% | -$77.8K | 0.01% | 862 |
|
|
2024
Q2 | $487K | Buy |
7,781
+658
| +9% | +$41.2K | 0.09% | 224 |
|
|
2024
Q1 | $412K | Buy |
7,123
+1,685
| +31% | +$97.5K | 0.08% | 244 |
|
|
2023
Q4 | $269K | Buy |
5,438
+2,218
| +69% | +$110K | 0.06% | 273 |
|
|
2023
Q3 | $142K | Buy |
3,220
+1,116
| +53% | +$49.2K | 0.03% | 335 |
|
|
2023
Q2 | $125K | Buy |
2,104
+1,370
| +187% | +$81.4K | 0.03% | 356 |
|
|
2023
Q1 | $43K | Buy |
734
+422
| +135% | +$24.7K | 0.01% | 480 |
|
|
2022
Q4 | $19K | Buy |
+312
| New | +$19K | 0.01% | 523 |
|