JFS Wealth 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
Q3 | – | Sell |
-21
| Closed | -$1.25K | – | 2029 |
|
|
2023
Q2 | $1.25K | Buy |
21
+1
| +5% | +$59 | ﹤0.01% | 1533 |
|
|
2023
Q1 | $1.17K | Sell |
20
-3
| -13% | -$176 | ﹤0.01% | 1532 |
|
|
2022
Q4 | $1.42K | Buy |
23
+1
| +5% | +$62 | ﹤0.01% | 1503 |
|
|
2022
Q3 | $1K | Buy |
22
+17
| +340% | +$773 | ﹤0.01% | 1713 |
|
|
2022
Q2 | $0 | Sell |
5
-14
| -74% | – | ﹤0.01% | 2021 |
|
|
2022
Q1 | $1K | Buy |
19
+11
| +138% | +$579 | ﹤0.01% | 1800 |
|
|
2021
Q4 | $1K | Sell |
8
-1,395
| -99% | -$174K | ﹤0.01% | 1684 |
|
|
2021
Q3 | $113K | Hold |
1,403
| – | – | 0.01% | 287 |
|
|
2021
Q2 | $106K | Hold |
1,403
| – | – | 0.02% | 214 |
|
|
2021
Q1 | $101K | Hold |
1,403
| – | – | 0.02% | 192 |
|
|
2020
Q4 | $115K | Hold |
1,403
| – | – | 0.02% | 183 |
|
|
2020
Q3 | $108K | Hold |
1,403
| – | – | 0.03% | 171 |
|
|
2020
Q2 | $103K | Hold |
1,403
| – | – | 0.03% | 177 |
|
|
2020
Q1 | $75K | Hold |
1,403
| – | – | 0.02% | 195 |
|
|
2019
Q4 | $98K | Hold |
1,403
| – | – | 0.02% | 197 |
|
|
2019
Q3 | $80K | Hold |
1,403
| – | – | 0.02% | 206 |
|
|
2019
Q2 | $96K | Buy |
+1,403
| New | +$96K | 0.02% | 190 |
|