IMA Advisory Services’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 | $1.45M | Sell |
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2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.26M | Buy |
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|
2021
Q3 | $3.2M | Buy |
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|
2021
Q2 | $2.99M | Sell |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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|
2020
Q3 | $1.97M | Buy |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $2.65M | Sell |
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|
2019
Q3 | $2.39M | Buy |
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