Mackenzie Financial’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $212K | Hold |
|
|||||
|
2024
Q2 | $212K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $209K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $229K | Buy |
|
|||||
|
2021
Q4 | $234K | Sell |
|
|||||
|
2021
Q3 | $255K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $480K | Buy |
|
|||||
|
2020
Q3 | $402K | Sell |
|
|||||
|
2020
Q2 | $512K | Buy |
|
|||||
|
2020
Q1 | $318K | Sell |
|
|||||
|
2019
Q4 | $564K | Buy |
|