Creative Planning’s Enviri NVRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
52,883
+22,290
| +73% | +$193K | ﹤0.01% | 2530 |
|
|
2025
Q1 | $203K | Sell |
30,593
-3,657
| -11% | -$24.3K | ﹤0.01% | 3049 |
|
|
2024
Q4 | $264K | Buy |
34,250
+3,247
| +10% | +$25K | ﹤0.01% | 2764 |
|
|
2024
Q3 | $321K | Buy |
31,003
+8,242
| +36% | +$85.2K | ﹤0.01% | 2462 |
|
|
2024
Q2 | $196K | Buy |
22,761
+170
| +0.8% | +$1.47K | ﹤0.01% | 2666 |
|
|
2024
Q1 | $207K | Buy |
22,591
+1,420
| +7% | +$13K | ﹤0.01% | 2534 |
|
|
2023
Q4 | $191K | Sell |
21,171
-1,670
| -7% | -$15K | ﹤0.01% | 2442 |
|
|
2023
Q3 | $165K | Buy |
22,841
+1,942
| +9% | +$14K | ﹤0.01% | 2287 |
|
|
2023
Q2 | $206K | Buy |
20,899
+1,219
| +6% | +$12K | ﹤0.01% | 2183 |
|
|
2023
Q1 | $134K | Sell |
19,680
-1,622
| -8% | -$11.1K | ﹤0.01% | 2198 |
|
|
2022
Q4 | $134K | Sell |
21,302
-207
| -1% | -$1.3K | ﹤0.01% | 2101 |
|
|
2022
Q3 | $80K | Sell |
21,509
-260
| -1% | -$967 | ﹤0.01% | 2043 |
|
|
2022
Q2 | $155K | Sell |
21,769
-6,903
| -24% | -$49.2K | ﹤0.01% | 1908 |
|
|
2022
Q1 | $351K | Buy |
28,672
+5,904
| +26% | +$72.3K | ﹤0.01% | 1532 |
|
|
2021
Q4 | $380K | Sell |
22,768
-5,229
| -19% | -$87.3K | ﹤0.01% | 1475 |
|
|
2021
Q3 | $475K | Buy |
27,997
+9,900
| +55% | +$168K | ﹤0.01% | 1336 |
|
|
2021
Q2 | $370K | Sell |
18,097
-1,150
| -6% | -$23.5K | ﹤0.01% | 1440 |
|
|
2021
Q1 | $330K | Hold |
19,247
| – | – | ﹤0.01% | 1705 |
|
|
2020
Q4 | $346K | Hold |
19,247
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q3 | $268K | Hold |
19,247
| – | – | ﹤0.01% | 1472 |
|
|
2020
Q2 | $260K | Hold |
19,247
| – | – | ﹤0.01% | 1376 |
|
|
2020
Q1 | $134K | Sell |
19,247
-225
| -1% | -$1.57K | ﹤0.01% | 1462 |
|
|
2019
Q4 | $448K | Hold |
19,472
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q3 | $369K | Hold |
19,472
| – | – | ﹤0.01% | 1231 |
|
|
2019
Q2 | $534K | Sell |
19,472
-24
| -0.1% | -$658 | ﹤0.01% | 1037 |
|
|
2019
Q1 | $393K | Sell |
19,496
-477
| -2% | -$9.62K | ﹤0.01% | 1169 |
|
|
2018
Q4 | $397K | Hold |
19,973
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q3 | $570K | Hold |
19,973
| – | – | ﹤0.01% | 1000 |
|
|
2018
Q2 | $441K | Hold |
19,973
| – | – | ﹤0.01% | 1125 |
|
|
2018
Q1 | $412K | Hold |
19,973
| – | – | ﹤0.01% | 1168 |
|
|
2017
Q4 | $372K | Buy |
19,973
+1,645
| +9% | +$30.6K | ﹤0.01% | 1235 |
|
|
2017
Q3 | $383K | Sell |
18,328
-17
| -0.1% | -$355 | ﹤0.01% | 1172 |
|
|
2017
Q2 | $295K | Sell |
18,345
-554
| -3% | -$8.91K | ﹤0.01% | 1286 |
|
|
2017
Q1 | $241K | Sell |
18,899
-811
| -4% | -$10.3K | ﹤0.01% | 1369 |
|
|
2016
Q4 | $268K | Buy |
19,710
+1,022
| +5% | +$13.9K | ﹤0.01% | 1240 |
|
|
2016
Q3 | $186K | Hold |
18,688
| – | – | ﹤0.01% | 1436 |
|
|
2016
Q2 | $124K | Sell |
18,688
-756
| -4% | -$5.02K | ﹤0.01% | 1528 |
|
|
2016
Q1 | $106K | Sell |
19,444
-500
| -3% | -$2.73K | ﹤0.01% | 1583 |
|
|
2015
Q4 | $157K | Sell |
19,944
-943
| -5% | -$7.42K | ﹤0.01% | 1346 |
|
|
2015
Q3 | $189K | Buy |
20,887
+199
| +1% | +$1.8K | ﹤0.01% | 1217 |
|
|
2015
Q2 | $341K | Hold |
20,688
| – | – | ﹤0.01% | 761 |
|
|
2015
Q1 | $357K | Sell |
20,688
-322
| -2% | -$5.56K | ﹤0.01% | 901 |
|
|
2014
Q4 | $397K | Hold |
21,010
| – | – | ﹤0.01% | 788 |
|
|
2014
Q3 | $450K | Sell |
21,010
-821
| -4% | -$17.6K | 0.01% | 699 |
|
|
2014
Q2 | $581K | Buy |
21,831
+6,186
| +40% | +$165K | 0.01% | 584 |
|
|
2014
Q1 | $367K | Sell |
15,645
-3,401
| -18% | -$79.8K | 0.01% | 747 |
|
|
2013
Q4 | $534K | Buy |
19,046
+3,242
| +21% | +$90.9K | 0.01% | 502 |
|
|
2013
Q3 | $394K | Sell |
15,804
-3,665
| -19% | -$91.4K | 0.01% | 510 |
|
|
2013
Q2 | $451K | Buy |
+19,469
| New | +$451K | 0.01% | 432 |
|