Crossmark Global Holdings’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,721
| Closed | -$233K | – | 1303 |
|
|
2024
Q3 | $233K | Sell |
3,721
-26
| -0.7% | -$1.63K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $235K | Sell |
3,747
-194
| -5% | -$12.2K | ﹤0.01% | 1173 |
|
|
2024
Q1 | $228K | Buy |
+3,941
| New | +$228K | ﹤0.01% | 1225 |
|
|
2023
Q3 | – | Sell |
-4,006
| Closed | -$246K | – | 1334 |
|
|
2023
Q2 | $246K | Sell |
4,006
-195
| -5% | -$12K | 0.01% | 1151 |
|
|
2023
Q1 | $246K | Sell |
4,201
-64
| -2% | -$3.75K | 0.01% | 1138 |
|
|
2022
Q4 | $263K | Buy |
+4,265
| New | +$263K | 0.01% | 1074 |
|
|
2022
Q3 | – | Sell |
-4,450
| Closed | -$235K | – | 1306 |
|
|
2022
Q2 | $235K | Sell |
4,450
-220
| -5% | -$11.6K | 0.01% | 1153 |
|
|
2022
Q1 | $348K | Buy |
4,670
+60
| +1% | +$4.47K | 0.01% | 1068 |
|
|
2021
Q4 | $366K | Buy |
4,610
+1,280
| +38% | +$102K | 0.01% | 1051 |
|
|
2021
Q3 | $267K | Hold |
3,330
| – | – | 0.01% | 1223 |
|
|
2021
Q2 | $253K | Buy |
+3,330
| New | +$253K | 0.01% | 1266 |
|