KB Financial Partners’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 | $4K | Hold |
92
| – | – | ﹤0.01% | 455 |
|
|
2023
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $6K | Sell |
92
-28
| -23% | -$1.83K | ﹤0.01% | 416 |
|
|
2022
Q3 | $5K | Buy |
120
+16
| +15% | +$667 | ﹤0.01% | 425 |
|
|
2022
Q2 | $5K | Sell |
104
-64
| -38% | -$3.08K | ﹤0.01% | 425 |
|
|
2022
Q1 | $13K | Hold |
168
| – | – | ﹤0.01% | 390 |
|
|
2021
Q4 | $13K | Buy |
+168
| New | +$13K | ﹤0.01% | 407 |
|
|
2021
Q3 | – | Sell |
-168
| Closed | -$13K | – | 611 |
|
|
2021
Q2 | $13K | Sell |
168
-8
| -5% | -$619 | ﹤0.01% | 387 |
|
|
2021
Q1 | $13K | Buy |
+176
| New | +$13K | 0.01% | 418 |
|