Evoke Wealth’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33
| Closed | -$2K | – | 1311 |
|
|
2022
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1095 |
|
|
2022
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1095 |
|
|
2021
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 1022 |
|
|
2021
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 860 |
|
|
2020
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 816 |
|
|
2020
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 932 |
|
|
2019
Q4 | – | Sell |
-180
| Closed | -$10.2K | – | 1561 |
|
|
2019
Q3 | $10.2K | Buy |
+180
| New | +$10.2K | ﹤0.01% | 814 |
|