NewEdge 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
Q4 | – | Sell |
-7,528
| Closed | -$471K | – | 4090 |
|
|
2024
Q3 | $471K | Buy |
7,528
+5,839
| +346% | +$366K | ﹤0.01% | 1513 |
|
|
2024
Q2 | $106K | Buy |
1,689
+1,023
| +154% | +$64K | ﹤0.01% | 2095 |
|
|
2024
Q1 | $38.6K | Buy |
666
+501
| +304% | +$29K | ﹤0.01% | 2397 |
|
|
2023
Q4 | $8.17K | Hold |
165
| – | – | ﹤0.01% | 2942 |
|
|
2023
Q3 | $7.27K | Hold |
165
| – | – | ﹤0.01% | 2688 |
|
|
2023
Q2 | $9.79K | Hold |
165
| – | – | ﹤0.01% | 2604 |
|
|
2023
Q1 | $9.68K | Sell |
165
-274
| -62% | -$16.1K | ﹤0.01% | 2576 |
|
|
2022
Q4 | $16.9K | Buy |
+439
| New | +$16.9K | ﹤0.01% | 2175 |
|