Nisa Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $49.8K | Sell |
|
|||||
|
2024
Q2 | $50.2K | Buy |
|
|||||
|
2024
Q1 | $43.9K | Buy |
|
|||||
|
2023
Q4 | $22.9K | Sell |
|
|||||
|
2023
Q3 | $52.8K | Hold |
|
|||||
|
2023
Q2 | $71.2K | Sell |
|
|||||
|
2023
Q1 | $77K | Buy |
|
|||||
|
2022
Q4 | $43K | Hold |
|
|||||
|
2022
Q3 | $34K | Buy |
|
|||||
|
2022
Q2 | $33K | Sell |
|
|||||
|
2022
Q1 | $57K | Hold |
|
|||||
|
2021
Q4 | $57K | Sell |
|
|||||
|
2021
Q3 | $160 | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $148 | Hold |
|
|||||
|
2020
Q4 | $169K | Buy |
|
|||||
|
2020
Q3 | $135K | Buy |
|
|||||
|
2020
Q2 | $31K | Buy |
|
|||||
|
2020
Q1 | $21K | Sell |
|
|||||
|
2019
Q4 | $37K | Buy |
|
|||||
|
2019
Q3 | $14K | Hold |
|
|||||
|
2019
Q2 | $17K | Hold |
|
|||||
|
2019
Q1 | $16K | Hold |
|
|||||
|
2018
Q4 | $12K | Hold |
|
|||||
|
2018
Q3 | $15K | Buy |
|
|||||
|
2018
Q2 | $12K | Sell |
|
|||||
|
2018
Q1 | $56K | Sell |
|
|||||
|
2017
Q4 | $414K | Sell |
|
|||||
|
2017
Q3 | $694K | Hold |
|
|||||
|
2017
Q2 | $489K | Buy |
|
|||||
|
2017
Q1 | $433K | Sell |
|
|||||
|
2016
Q4 | $479K | Sell |
|
|||||
|
2016
Q3 | $499K | Hold |
|
|||||
|
2016
Q2 | $456K | Hold |
|
|||||
|
2016
Q1 | $373K | Buy |
|