Center for Financial Planning’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-110
| Closed | -$9K | – | 585 |
|
|
2021
Q4 | $9K | Hold |
110
| – | – | ﹤0.01% | 401 |
|
|
2021
Q3 | $9K | Hold |
110
| – | – | ﹤0.01% | 378 |
|
|
2021
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 392 |
|
|
2021
Q1 | $8K | Buy |
110
+22
| +25% | +$1.6K | ﹤0.01% | 420 |
|
|
2020
Q4 | $7K | Hold |
88
| – | – | ﹤0.01% | 381 |
|
|
2020
Q3 | $7K | Sell |
88
-100
| -53% | -$7.96K | ﹤0.01% | 342 |
|
|
2020
Q2 | $14K | Hold |
188
| – | – | ﹤0.01% | 288 |
|
|
2020
Q1 | $10K | Hold |
188
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $13K | Buy |
+188
| New | +$13K | ﹤0.01% | 293 |
|