Money Concepts Capital’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,434
| Closed | -$729K | – | 509 |
|
|
2023
Q1 | $729K | Sell |
12,434
-240
| -2% | -$14.1K | 0.04% | 257 |
|
|
2022
Q4 | $782K | Sell |
12,674
-234
| -2% | -$14.4K | 0.03% | 340 |
|
|
2022
Q3 | $573K | Buy |
12,908
+12,686
| +5,714% | +$563K | 0.03% | 278 |
|
|
2022
Q2 | $12K | Sell |
222
-34
| -13% | -$1.84K | ﹤0.01% | 1002 |
|
|
2022
Q1 | $19K | Buy |
+256
| New | +$19K | ﹤0.01% | 1643 |
|