Duncker Streett & Co’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-149
| Closed | -$6.56K | – | 501 |
|
|
2023
Q3 | $6.56K | Hold |
149
| – | – | ﹤0.01% | 424 |
|
|
2023
Q2 | $8.84K | Hold |
149
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $8.74K | Hold |
149
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $9.19K | Hold |
149
| – | – | ﹤0.01% | 417 |
|
|
2022
Q3 | $7K | Hold |
149
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $8K | Hold |
149
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $11K | Hold |
149
| – | – | ﹤0.01% | 410 |
|
|
2021
Q4 | $12K | Buy |
149
+70
| +89% | +$5.64K | ﹤0.01% | 441 |
|
|
2021
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 462 |
|
|
2021
Q2 | $6K | Sell |
79
-11,921
| -99% | -$905K | ﹤0.01% | 463 |
|
|
2021
Q1 | $867K | Buy |
+12,000
| New | +$867K | 0.17% | 138 |
|