Janney Montgomery Scott’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 |
-4,180
| Closed | -$262K | – | 2903 |
|
|
2024
Q3 | $262K | Buy |
4,180
+25
| +0.6% | +$1.57K | ﹤0.01% | 2372 |
|
|
2024
Q2 | $260K | Sell |
4,155
-150
| -3% | -$9.39K | ﹤0.01% | 2294 |
|
|
2024
Q1 | $249K | Hold |
4,305
| – | – | ﹤0.01% | 2450 |
|
|
2023
Q4 | $213K | Buy |
+4,305
| New | +$213K | ﹤0.01% | 2431 |
|
|
2023
Q3 | – | Sell |
-4,565
| Closed | -$271K | – | 2819 |
|
|
2023
Q2 | $271K | Buy |
4,565
+35
| +0.8% | +$2.08K | ﹤0.01% | 2292 |
|
|
2023
Q1 | $266K | Buy |
4,530
+375
| +9% | +$22K | ﹤0.01% | 2120 |
|
|
2022
Q4 | $256K | Buy |
+4,155
| New | +$256K | ﹤0.01% | 2229 |
|
|
2022
Q3 | – | Sell |
-4,214
| Closed | -$226K | – | 2652 |
|
|
2022
Q2 | $226K | Hold |
4,214
| – | – | ﹤0.01% | 2074 |
|
|
2022
Q1 | $314K | Sell |
4,214
-452
| -10% | -$33.7K | ﹤0.01% | 1865 |
|
|
2021
Q4 | $370K | Buy |
4,666
+452
| +11% | +$35.8K | ﹤0.01% | 1882 |
|
|
2021
Q3 | $338K | Buy |
4,214
+41
| +1% | +$3.29K | ﹤0.01% | 1894 |
|
|
2021
Q2 | $317K | Sell |
4,173
-332
| -7% | -$25.2K | ﹤0.01% | 1891 |
|
|
2021
Q1 | $325K | Sell |
4,505
-100
| -2% | -$7.21K | ﹤0.01% | 1815 |
|
|
2020
Q4 | $379K | Hold |
4,605
| – | – | ﹤0.01% | 1735 |
|
|
2020
Q3 | $355K | Hold |
4,605
| – | – | ﹤0.01% | 1610 |
|
|
2020
Q2 | $339K | Sell |
4,605
-155
| -3% | -$11.4K | ﹤0.01% | 1562 |
|
|
2020
Q1 | $256K | Sell |
4,760
-70
| -1% | -$3.77K | ﹤0.01% | 1568 |
|
|
2019
Q4 | $336K | Hold |
4,830
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q3 | $274K | Hold |
4,830
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q2 | $330K | Hold |
4,830
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q1 | $316K | Hold |
4,830
| – | – | ﹤0.01% | 1638 |
|
|
2018
Q4 | $238K | Hold |
4,830
| – | – | ﹤0.01% | 1684 |
|
|
2018
Q3 | $294K | Hold |
4,830
| – | – | ﹤0.01% | 1727 |
|
|
2018
Q2 | $265K | Hold |
4,830
| – | – | ﹤0.01% | 1712 |
|
|
2018
Q1 | $277K | Hold |
4,830
| – | – | ﹤0.01% | 1644 |
|
|
2017
Q4 | $241K | Buy |
4,830
+170
| +4% | +$8.48K | ﹤0.01% | 1698 |
|
|
2017
Q3 | $238K | Buy |
+4,660
| New | +$238K | ﹤0.01% | 1627 |
|