IFP Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-53
| Closed | -$2K | – | 4709 |
|
|
2022
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 4270 |
|
|
2022
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 4487 |
|
|
2022
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 4265 |
|
|
2022
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 4265 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5834 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5646 |
|
|
2021
Q1 | – | Sell |
-1,260
| Closed | -$102K | – | 5460 |
|
|
2020
Q4 | $102K | Buy |
1,260
+60
| +5% | +$4.86K | ﹤0.01% | 1131 |
|
|
2020
Q3 | $94K | Sell |
1,200
-8
| -0.7% | -$627 | 0.01% | 1026 |
|
|
2020
Q2 | $83K | Buy |
1,208
+62
| +5% | +$4.26K | 0.01% | 994 |
|
|
2020
Q1 | $70K | Sell |
1,146
-32
| -3% | -$1.96K | 0.01% | 974 |
|
|
2019
Q4 | $83K | Buy |
1,178
+49
| +4% | +$3.45K | 0.01% | 1043 |
|
|
2019
Q3 | $65K | Buy |
+1,129
| New | +$65K | ﹤0.01% | 1253 |
|
|
2019
Q1 | – | Sell |
-1,159
| Closed | -$57K | – | 3990 |
|
|
2018
Q4 | $57K | Sell |
1,159
-292
| -20% | -$14.4K | ﹤0.01% | 1529 |
|
|
2018
Q3 | $88K | Buy |
1,451
+444
| +44% | +$26.9K | ﹤0.01% | 1562 |
|
|
2018
Q2 | $55K | Buy |
1,007
+724
| +256% | +$39.5K | ﹤0.01% | 1845 |
|
|
2018
Q1 | $14K | Hold |
283
| – | – | ﹤0.01% | 2621 |
|
|
2017
Q4 | $14K | Hold |
283
| – | – | ﹤0.01% | 2617 |
|
|
2017
Q3 | $14K | Hold |
283
| – | – | ﹤0.01% | 2826 |
|
|
2017
Q2 | $11K | Hold |
283
| – | – | ﹤0.01% | 2965 |
|
|
2017
Q1 | $9K | Hold |
283
| – | – | ﹤0.01% | 2988 |
|
|
2016
Q4 | $10K | Hold |
283
| – | – | ﹤0.01% | 2924 |
|
|
2016
Q3 | $10K | Hold |
283
| – | – | ﹤0.01% | 2861 |
|
|
2016
Q2 | $9K | Buy |
+283
| New | +$9K | ﹤0.01% | 2838 |
|
|
2016
Q1 | – | Sell |
-333
| Closed | -$10K | – | 4578 |
|
|
2015
Q4 | $10K | Buy |
+333
| New | +$10K | ﹤0.01% | 2598 |
|