McIlrath & Eck’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 |
-454
| Closed | -$28.4K | – | 1040 |
|
|
2024
Q3 | $28.4K | Hold |
454
| – | – | ﹤0.01% | 418 |
|
|
2024
Q2 | $28.4K | Sell |
454
-20
| -4% | -$1.25K | ﹤0.01% | 373 |
|
|
2024
Q1 | $27.4K | Sell |
474
-102
| -18% | -$5.91K | ﹤0.01% | 387 |
|
|
2023
Q4 | $28.5K | Sell |
576
-88
| -13% | -$4.36K | 0.01% | 350 |
|
|
2023
Q3 | $29.2K | Hold |
664
| – | – | 0.01% | 348 |
|
|
2023
Q2 | $39.4K | Sell |
664
-162
| -20% | -$9.62K | 0.01% | 296 |
|
|
2023
Q1 | $48.5K | Buy |
826
+24
| +3% | +$1.41K | 0.01% | 258 |
|
|
2022
Q4 | $49.5K | Buy |
802
+469
| +141% | +$28.9K | 0.01% | 244 |
|
|
2022
Q3 | $15K | Hold |
333
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $18K | Buy |
+333
| New | +$18K | 0.01% | 408 |
|