Keebeck Wealth Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $284K | Sell |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $325K | Hold |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $47K | Buy |
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