Harbor Investment Advisory’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-253
| Closed | -$11.1K | – | 1226 |
|
|
2023
Q3 | $11.1K | Sell |
253
-231
| -48% | -$10.2K | ﹤0.01% | 797 |
|
|
2023
Q2 | $28.7K | Hold |
484
| – | – | ﹤0.01% | 833 |
|
|
2023
Q1 | $28.4K | Hold |
484
| – | – | ﹤0.01% | 834 |
|
|
2022
Q4 | $29.9K | Hold |
484
| – | – | ﹤0.01% | 815 |
|
|
2022
Q3 | $21K | Hold |
484
| – | – | ﹤0.01% | 904 |
|
|
2022
Q2 | $26K | Hold |
484
| – | – | ﹤0.01% | 856 |
|
|
2022
Q1 | $36K | Hold |
484
| – | – | ﹤0.01% | 821 |
|
|
2021
Q4 | $38K | Sell |
484
-219
| -31% | -$17.2K | ﹤0.01% | 820 |
|
|
2021
Q3 | $56K | Buy |
+703
| New | +$56K | 0.01% | 713 |
|