Everence Capital Management’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
-6,190
Closed -$388K 1062
2024
Q3
$388K Buy
6,190
+1,270
+26% +$79.6K 0.02% 502
2024
Q2
$305 Hold
4,920
0.02% 540
2024
Q1
$285 Buy
+4,920
New +$285 0.02% 581