Blue Trust 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 |
-172
| Closed | -$10.8K | – | 3095 |
|
|
2024
Q3 | $10.8K | Buy |
172
+129
| +300% | +$8.07K | ﹤0.01% | 2173 |
|
|
2024
Q2 | $2.49K | Buy |
+43
| New | +$2.49K | ﹤0.01% | 2388 |
|
|
2024
Q1 | – | Sell |
-72
| Closed | -$3K | – | 2841 |
|
|
2023
Q4 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 2080 |
|
|
2023
Q2 | – | Sell |
-94
| Closed | -$6K | – | 2683 |
|
|
2023
Q1 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 1766 |
|