Benjamin F. Edwards & Company’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $23K | Buy |
375
+63
| +20% | +$3.86K | ﹤0.01% | 1520 |
|
|
2024
Q1 | $18K | Hold |
312
| – | – | ﹤0.01% | 1567 |
|
|
2023
Q4 | $15K | Buy |
+312
| New | +$15K | ﹤0.01% | 1564 |
|
|
2020
Q3 | – | Sell |
-90
| Closed | -$7K | – | 1813 |
|
|
2020
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q4 | $6K | Hold |
90
| – | – | ﹤0.01% | 1590 |
|
|
2019
Q3 | $5K | Sell |
90
-81
| -47% | -$4.5K | ﹤0.01% | 1604 |
|
|
2019
Q2 | $12K | Buy |
171
+81
| +90% | +$5.68K | ﹤0.01% | 1375 |
|
|
2019
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 1468 |
|
|
2018
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 1524 |
|
|
2018
Q3 | $5K | Sell |
90
-85
| -49% | -$4.72K | ﹤0.01% | 1425 |
|
|
2018
Q2 | $10K | Hold |
175
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q1 | $10K | Hold |
175
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q4 | $9K | Hold |
175
| – | – | ﹤0.01% | 1230 |
|
|
2017
Q3 | $9K | Hold |
175
| – | – | ﹤0.01% | 1185 |
|
|
2017
Q2 | $7K | Hold |
175
| – | – | ﹤0.01% | 1183 |
|
|
2017
Q1 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 1132 |
|