Connable Office Inc’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,329
| Closed | -$424K | – | 226 |
|
|
2024
Q1 | $424K | Buy |
7,329
+359
| +5% | +$20.8K | 0.05% | 153 |
|
|
2023
Q4 | $345K | Buy |
+6,970
| New | +$345K | 0.04% | 169 |
|
|
2023
Q3 | – | Sell |
-7,044
| Closed | -$418K | – | 211 |
|
|
2023
Q2 | $418K | Hold |
7,044
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $413K | Buy |
+7,044
| New | +$413K | 0.06% | 144 |
|