Creative Financial Designs’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-219
| Closed | -$18K | – | 1525 |
|
|
2021
Q3 | $18K | Hold |
219
| – | – | ﹤0.01% | 897 |
|
|
2021
Q2 | $17K | Hold |
219
| – | – | ﹤0.01% | 908 |
|
|
2021
Q1 | $16K | Hold |
219
| – | – | ﹤0.01% | 842 |
|
|
2020
Q4 | $18K | Hold |
219
| – | – | ﹤0.01% | 752 |
|
|
2020
Q3 | $17K | Hold |
219
| – | – | ﹤0.01% | 700 |
|
|
2020
Q2 | $16K | Buy |
+219
| New | +$16K | ﹤0.01% | 655 |
|