Guggenheim Capital’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $378K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $470K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.29M | Sell |
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|
2017
Q2 | $1.29M | Sell |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $1.31M | Sell |
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|
2016
Q3 | $1.87M | Sell |
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|
2016
Q2 | $1.85M | Buy |
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|
2016
Q1 | $1.15M | Sell |
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|
2015
Q4 | $1.37M | Sell |
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|
2015
Q3 | $1.38M | Sell |
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|
2015
Q2 | $1.95M | Buy |
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|
2015
Q1 | $1.95M | Sell |
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|
2014
Q4 | $3.28M | Buy |
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|
2014
Q3 | $1.74M | Sell |
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|
2014
Q2 | $2.36M | Sell |
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|
2014
Q1 | $2.05M | Sell |
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|
2013
Q4 | $2.13M | Buy |
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