Colonial Trust’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67
| Closed | -$4.18K | – | 1150 |
|
|
2024
Q2 | $4.18K | Hold |
67
| – | – | ﹤0.01% | 869 |
|
|
2024
Q1 | $3.86K | Hold |
67
| – | – | ﹤0.01% | 858 |
|
|
2023
Q4 | $3.33K | Hold |
67
| – | – | ﹤0.01% | 840 |
|
|
2023
Q3 | $3.45K | Hold |
67
| – | – | ﹤0.01% | 829 |
|
|
2023
Q2 | $3.91K | Hold |
67
| – | – | ﹤0.01% | 818 |
|
|
2023
Q1 | $3.84K | Hold |
67
| – | – | ﹤0.01% | 781 |
|
|
2022
Q4 | $4.14K | Buy |
+67
| New | +$4.14K | ﹤0.01% | 773 |
|