EWA
ENV

EverSource Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

EverSource Wealth Advisors’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-240
Closed -$15K – 3865
2024
Q3 		$15K Buy
240
+86
+56% +$5.39K ﹤0.01% 1642
2024
Q2 		$9.55K Sell
154
-42
-21% -$2.6K ﹤0.01% 1885
2024
Q1 		$12.2K Buy
196
+171
+684% +$10.6K ﹤0.01% 1592
2023
Q4 		$1.24K Buy
+25
New +$1.24K ﹤0.01% 2326