IMA Advisory Services’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 |
-23,194
| Closed | -$1.45M | – | 293 |
|
|
2024
Q3 | $1.45M | Sell |
23,194
-393
| -2% | -$24.6K | 0.32% | 82 |
|
|
2024
Q2 | $1.48M | Sell |
23,587
-459
| -2% | -$28.7K | 0.65% | 49 |
|
|
2024
Q1 | $1.39M | Sell |
24,046
-918
| -4% | -$53.2K | 0.66% | 50 |
|
|
2023
Q4 | $1.24M | Sell |
24,964
-4,311
| -15% | -$213K | 0.62% | 47 |
|
|
2023
Q3 | $1.29M | Sell |
29,275
-306
| -1% | -$13.5K | 0.33% | 79 |
|
|
2023
Q2 | $1.76M | Sell |
29,581
-3,265
| -10% | -$194K | 0.45% | 70 |
|
|
2023
Q1 | $1.93M | Sell |
32,846
-1,352
| -4% | -$79.3K | 0.5% | 57 |
|
|
2022
Q4 | $2.11M | Sell |
34,198
-3,513
| -9% | -$217K | 0.56% | 55 |
|
|
2022
Q3 | $1.67M | Sell |
37,711
-3,239
| -8% | -$144K | 0.45% | 68 |
|
|
2022
Q2 | $2.16M | Buy |
40,950
+179
| +0.4% | +$9.45K | 0.53% | 59 |
|
|
2022
Q1 | $3.04M | Sell |
40,771
-279
| -0.7% | -$20.8K | 0.7% | 43 |
|
|
2021
Q4 | $3.26M | Buy |
41,050
+1,151
| +3% | +$91.3K | 0.72% | 43 |
|
|
2021
Q3 | $3.2M | Buy |
39,899
+497
| +1% | +$39.9K | 0.76% | 42 |
|
|
2021
Q2 | $2.99M | Sell |
39,402
-2,928
| -7% | -$222K | 0.7% | 48 |
|
|
2021
Q1 | $3.06M | Buy |
42,330
+16,377
| +63% | +$1.18M | 0.75% | 46 |
|
|
2020
Q4 | $2.14M | Buy |
25,953
+462
| +2% | +$38K | 0.6% | 63 |
|
|
2020
Q3 | $1.97M | Buy |
25,491
+315
| +1% | +$24.3K | 0.66% | 52 |
|
|
2020
Q2 | $1.85M | Sell |
25,176
-301
| -1% | -$22.1K | 0.67% | 56 |
|
|
2020
Q1 | $1.37M | Sell |
25,477
-12,628
| -33% | -$679K | 0.6% | 60 |
|
|
2019
Q4 | $2.65M | Sell |
38,105
-4,021
| -10% | -$280K | 0.98% | 41 |
|
|
2019
Q3 | $2.39M | Buy |
+42,126
| New | +$2.39M | 0.9% | 47 |
|