Ellevest Inc’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-133
| Closed | -$7.8K | – | 1865 |
|
|
2023
Q1 | $7.8K | Hold |
133
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q4 | $8.21K | Buy |
133
+50
| +60% | +$3.09K | ﹤0.01% | 1075 |
|
|
2022
Q3 | $4K | Buy |
83
+76
| +1,086% | +$3.66K | ﹤0.01% | 1251 |
|
|
2022
Q2 | $0 | Sell |
7
-11
| -61% | – | ﹤0.01% | 1845 |
|
|
2022
Q1 | $1K | Sell |
18
-51
| -74% | -$2.83K | ﹤0.01% | 1375 |
|
|
2021
Q4 | $5K | Buy |
69
+12
| +21% | +$870 | ﹤0.01% | 1028 |
|
|
2021
Q3 | $5K | Buy |
57
+18
| +46% | +$1.58K | ﹤0.01% | 991 |
|
|
2021
Q2 | $3K | Buy |
39
+19
| +95% | +$1.46K | ﹤0.01% | 1001 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q4 | $2K | Sell |
20
-238
| -92% | -$23.8K | ﹤0.01% | 1015 |
|
|
2020
Q3 | $20K | Buy |
258
+32
| +14% | +$2.48K | ﹤0.01% | 524 |
|
|
2020
Q2 | $17K | Buy |
226
+10
| +5% | +$752 | ﹤0.01% | 519 |
|
|
2020
Q1 | $12K | Hold |
216
| – | – | ﹤0.01% | 536 |
|
|
2019
Q4 | $15K | Buy |
+216
| New | +$15K | ﹤0.01% | 477 |
|