Glassman Wealth Services’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$495 | – | 1984 |
|
|
2023
Q4 | $495 | Sell |
10
-7
| -41% | -$347 | ﹤0.01% | 1719 |
|
|
2023
Q3 | $749 | Hold |
17
| – | – | ﹤0.01% | 1639 |
|
|
2023
Q2 | $1.01K | Hold |
17
| – | – | ﹤0.01% | 1443 |
|
|
2023
Q1 | $997 | Hold |
17
| – | – | ﹤0.01% | 1434 |
|
|
2022
Q4 | $1.05K | Buy |
+17
| New | +$1.05K | ﹤0.01% | 1406 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$1K | – | 2118 |
|
|
2022
Q2 | $1K | Buy |
27
+9
| +50% | +$333 | ﹤0.01% | 1621 |
|
|
2022
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1606 |
|