Integrated Investment Consultants’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,879
| Closed | -$398K | – | 379 |
|
|
2024
Q2 | $398K | Hold |
6,879
| – | – | 0.11% | 158 |
|
|
2024
Q1 | $398K | Sell |
6,879
-420
| -6% | -$24.3K | 0.11% | 158 |
|
|
2023
Q4 | $361K | Sell |
7,299
-45
| -0.6% | -$2.23K | 0.11% | 160 |
|
|
2023
Q3 | $323K | Buy |
7,344
+29
| +0.4% | +$1.28K | 0.12% | 157 |
|
|
2023
Q2 | $434K | Buy |
7,315
+1,042
| +17% | +$61.8K | 0.14% | 134 |
|
|
2023
Q1 | $368K | Buy |
6,273
+21
| +0.3% | +$1.23K | 0.12% | 157 |
|
|
2022
Q4 | $386K | Buy |
+6,252
| New | +$386K | 0.13% | 123 |
|