Hartford Financial Management’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 |
-1,206
| Closed | -$75.5K | – | 397 |
|
|
2024
Q3 | $75.5K | Hold |
1,206
| – | – | 0.02% | 196 |
|
|
2024
Q2 | $75.5K | Hold |
1,206
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $69.8K | Hold |
1,206
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $59.7K | Hold |
1,206
| – | – | 0.01% | 212 |
|
|
2023
Q3 | $53.1K | Hold |
1,206
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $71.6K | Hold |
1,206
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $70.8K | Hold |
1,206
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $74.4K | Hold |
1,206
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $54K | Hold |
1,206
| – | – | 0.02% | 199 |
|
|
2022
Q2 | $64K | Buy |
1,206
+306
| +34% | +$16.2K | 0.02% | 193 |
|
|
2022
Q1 | $67K | Hold |
900
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $71K | Sell |
900
-100
| -10% | -$7.89K | 0.02% | 197 |
|
|
2021
Q3 | $80K | Hold |
1,000
| – | – | 0.02% | 186 |
|
|
2021
Q2 | $76K | Hold |
1,000
| – | – | 0.02% | 189 |
|
|
2021
Q1 | $72K | Hold |
1,000
| – | – | 0.02% | 187 |
|
|
2020
Q4 | $82K | Hold |
1,000
| – | – | 0.02% | 178 |
|
|
2020
Q3 | $77K | Hold |
1,000
| – | – | 0.02% | 172 |
|
|
2020
Q2 | $74K | Hold |
1,000
| – | – | 0.02% | 175 |
|
|
2020
Q1 | $54K | Hold |
1,000
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $70K | Hold |
1,000
| – | – | 0.02% | 196 |
|
|
2019
Q3 | $57K | Hold |
1,000
| – | – | 0.02% | 203 |
|
|
2019
Q2 | $68K | Hold |
1,000
| – | – | 0.02% | 199 |
|
|
2019
Q1 | $65K | Hold |
1,000
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $49K | Buy |
+1,000
| New | +$49K | 0.02% | 211 |
|