CIBC Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,616
Closed -$226K 1314
2024
Q3
$226K Buy
3,616
+8
+0.2% +$501 ﹤0.01% 1023
2024
Q2
$226K Sell
3,608
-106
-3% -$6.64K ﹤0.01% 950
2024
Q1
$215K Buy
+3,714
New +$215K ﹤0.01% 992