Carolinas Wealth Consulting’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 | – | Sell |
-50
| Closed | -$2.9K | – | 1089 |
|
|
2024
Q1 | $2.9K | Buy |
+50
| New | +$2.9K | ﹤0.01% | 734 |
|
|
2023
Q4 | – | Sell |
-54
| Closed | -$2K | – | 1066 |
|
|
2023
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 747 |
|
|
2023
Q2 | $3.21K | Sell |
54
-4
| -7% | -$237 | ﹤0.01% | 752 |
|
|
2023
Q1 | $3.4K | Hold |
58
| – | – | ﹤0.01% | 749 |
|
|
2022
Q4 | $3.58K | Buy |
+58
| New | +$3.58K | ﹤0.01% | 733 |
|