Disciplined Investments’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$356 | – | 1696 |
|
|
2023
Q2 | $356 | Hold |
6
| – | – | ﹤0.01% | 1349 |
|
|
2023
Q1 | $352 | Sell |
6
-1
| -14% | -$59 | ﹤0.01% | 1343 |
|
|
2022
Q4 | $432 | Hold |
7
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q3 | $0 | Buy |
7
+3
| +75% | – | ﹤0.01% | 1728 |
|
|
2022
Q2 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 1742 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1706 |
|