Cetera Investment Advisers’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 |
-13,683
| Closed | -$857K | – | 3902 |
|
|
2024
Q3 | $857K | Buy |
13,683
+1,776
| +15% | +$111K | ﹤0.01% | 2226 |
|
|
2024
Q2 | $745K | Buy |
11,907
+2,575
| +28% | +$161K | ﹤0.01% | 2286 |
|
|
2024
Q1 | $540K | Buy |
+9,332
| New | +$540K | ﹤0.01% | 2542 |
|
|
2021
Q1 | – | Sell |
-19,359
| Closed | -$1.59M | – | 1736 |
|
|
2020
Q4 | $1.59M | Buy |
+19,359
| New | +$1.59M | 0.03% | 499 |
|