Crossmark Global Holdings’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $253K | Buy |
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