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ENV

Clearstead Advisors’s ENVESTNET, INC. ENV Stock Holding History

Clearstead Advisors’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-209
Closed -$13.1K – 2210
2024
Q3 		$13.1K Sell
209
-35
-14% -$2.19K ﹤0.01% 1529
2024
Q2 		$15.3K Buy
+244
New +$15.3K ﹤0.01% 1447
2022
Q2 		– Sell
-18
Closed -$1K – 1514
2022
Q1 		$1K Buy
+18
New +$1K ﹤0.01% 1360