Mount Yale Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,466
| Closed | -$217K | – | 602 |
|
|
2024
Q2 | $217K | Buy |
+3,466
| New | +$217K | 0.02% | 504 |
|
|
2018
Q4 | – | Sell |
-923
| Closed | -$49K | – | 949 |
|
|
2018
Q3 | $49K | Buy |
923
+213
| +30% | +$11.3K | 0.01% | 604 |
|
|
2018
Q2 | $39K | Buy |
710
+3
| +0.4% | +$165 | 0.01% | 677 |
|
|
2018
Q1 | $41K | Buy |
+707
| New | +$41K | 0.01% | 656 |
|