New York Life Investment Management’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 |
-109,109
| Closed | -$6.83M | – | 904 |
|
|
2024
Q3 | $6.83M | Buy |
+109,109
| New | +$6.83M | 0.07% | 267 |
|
|
2024
Q2 | – | Sell |
-6,347
| Closed | -$368K | – | 1382 |
|
|
2024
Q1 | $368K | Buy |
+6,347
| New | +$368K | ﹤0.01% | 1039 |
|
|
2023
Q1 | – | Sell |
-7,600
| Closed | -$469K | – | 1471 |
|
|
2022
Q4 | $469K | Buy |
7,600
+838
| +12% | +$51.7K | 0.01% | 968 |
|
|
2022
Q3 | $300K | Buy |
6,762
+497
| +8% | +$22.1K | ﹤0.01% | 1107 |
|
|
2022
Q2 | $331K | Buy |
+6,265
| New | +$331K | ﹤0.01% | 1119 |
|