Brown, Lisle/Cummings’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $14.1K | Hold |
|
|||||
|
2024
Q2 | $14.1K | Hold |
|
|||||
|
2024
Q1 | $13K | Hold |
|
|||||
|
2023
Q4 | $11.1K | Sell |
|
|||||
|
2023
Q3 | $38.5K | Sell |
|
|||||
|
2023
Q2 | $72.7K | Hold |
|
|||||
|
2023
Q1 | $71.9K | Hold |
|
|||||
|
2022
Q4 | $75.6K | Hold |
|
|||||
|
2022
Q3 | $54.4K | Hold |
|
|||||
|
2022
Q2 | $64.6K | Hold |
|
|||||
|
2022
Q1 | $91.2K | Sell |
|
|||||
|
2021
Q4 | $123K | Buy |
|