Farmers & Merchants Investments Inc’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 |
-34
| Closed | -$2.13K | – | 1832 |
|
|
2024
Q3 | $2.13K | Hold |
34
| – | – | ﹤0.01% | 1151 |
|
|
2024
Q2 | $2.13K | Hold |
34
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q1 | $1.97K | Hold |
34
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q4 | $1.68K | Buy |
34
+9
| +36% | +$446 | ﹤0.01% | 1207 |
|
|
2023
Q3 | $1.1K | Hold |
25
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q2 | $1.48K | Hold |
25
| – | – | ﹤0.01% | 1227 |
|
|
2023
Q1 | $1.47K | Hold |
25
| – | – | ﹤0.01% | 1214 |
|
|
2022
Q4 | $1.54K | Hold |
25
| – | – | ﹤0.01% | 1196 |
|
|
2022
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1537 |
|