Garrison Point Advisors’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
-3,327
Closed -$208K 165
2024
Q3
$208K Hold
3,327
0.13% 141
2024
Q2
$208K Sell
3,327
-2,500
-43% -$156K 0.14% 139
2024
Q1
$337K Buy
+5,827
New +$337K 0.22% 112