Concord Wealth Partners’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-114
| Closed | -$8K | – | 1438 |
|
|
2022
Q1 | $8K | Buy |
114
+51
| +81% | +$3.58K | ﹤0.01% | 832 |
|
|
2021
Q4 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 970 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$4K | – | 1083 |
|
|
2021
Q2 | $4K | Sell |
50
-104
| -68% | -$8.32K | ﹤0.01% | 796 |
|
|
2021
Q1 | $11K | Buy |
+154
| New | +$11K | ﹤0.01% | 579 |
|