CIBC Private Wealth Group’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 |
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|
2024
Q3 | $112K | Sell |
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|
2024
Q2 | $138K | Sell |
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|
2024
Q1 | $181K | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $5.95M | Sell |
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|
2023
Q2 | $8.06M | Sell |
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|
2023
Q1 | $16.9M | Sell |
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|
2022
Q4 | $9.99M | Sell |
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|
2022
Q3 | $8.01M | Buy |
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|
2022
Q2 | $9.02M | Sell |
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|
2022
Q1 | $13.5M | Sell |
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|
2021
Q4 | $21.8M | Buy |
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|
2021
Q3 | $21M | Buy |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $765K | Sell |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.79M | Sell |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.99M | Sell |
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|
2019
Q1 | $2.15M | Sell |
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|
2018
Q4 | $1.63M | Sell |
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|
2018
Q3 | $2.12M | Sell |
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|
2018
Q2 | $1.91M | Buy |
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|
2018
Q1 | $1.93M | Sell |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.84M | Buy |
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