HRT Financial’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 |
-13,561
| Closed | -$849K | – | 3265 |
|
|
2024
Q3 | $849K | Buy |
+13,561
| New | +$849K | ﹤0.01% | 1229 |
|
|
2024
Q1 | – | Sell |
-53,211
| Closed | -$2.64M | – | 3192 |
|
|
2023
Q4 | $2.64M | Sell |
53,211
-7,112
| -12% | -$352K | 0.02% | 507 |
|
|
2023
Q3 | $2.66M | Buy |
60,323
+12,180
| +25% | +$536K | 0.03% | 465 |
|
|
2023
Q2 | $2.86M | Buy |
+48,143
| New | +$2.86M | 0.03% | 441 |
|
|
2022
Q1 | – | Sell |
-8,793
| Closed | -$697K | – | 3936 |
|
|
2021
Q4 | $697K | Sell |
8,793
-5,869
| -40% | -$465K | ﹤0.01% | 1335 |
|
|
2021
Q3 | $1.18M | Buy |
+14,662
| New | +$1.18M | 0.01% | 1003 |
|
|
2021
Q1 | – | Sell |
-5,718
| Closed | -$470K | – | 3227 |
|
|
2020
Q4 | $470K | Buy |
5,718
+2,567
| +81% | +$211K | 0.01% | 998 |
|
|
2020
Q3 | $243K | Buy |
+3,151
| New | +$243K | 0.01% | 1180 |
|