Nisa 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
Q4 | – | Sell |
-795
| Closed | -$49.8K | – | 3098 |
|
|
2024
Q3 | $49.8K | Sell |
795
-7
| -0.9% | -$438 | ﹤0.01% | 1647 |
|
|
2024
Q2 | $50.2K | Buy |
802
+44
| +6% | +$2.75K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $43.9K | Buy |
758
+295
| +64% | +$17.1K | ﹤0.01% | 1691 |
|
|
2023
Q4 | $22.9K | Sell |
463
-736
| -61% | -$36.4K | ﹤0.01% | 1843 |
|
|
2023
Q3 | $52.8K | Hold |
1,199
| – | – | ﹤0.01% | 1712 |
|
|
2023
Q2 | $71.2K | Sell |
1,199
-120
| -9% | -$7.12K | ﹤0.01% | 1623 |
|
|
2023
Q1 | $77K | Buy |
1,319
+620
| +89% | +$36.2K | ﹤0.01% | 1585 |
|
|
2022
Q4 | $43K | Hold |
699
| – | – | ﹤0.01% | 1829 |
|
|
2022
Q3 | $34K | Buy |
699
+81
| +13% | +$3.94K | ﹤0.01% | 1890 |
|
|
2022
Q2 | $33K | Sell |
618
-152
| -20% | -$8.12K | ﹤0.01% | 1887 |
|
|
2022
Q1 | $57K | Hold |
770
| – | – | ﹤0.01% | 1801 |
|
|
2021
Q4 | $57K | Sell |
770
-1,230
| -62% | -$91.1K | ﹤0.01% | 1701 |
|
|
2021
Q3 | $160 | Buy |
+2,000
| New | +$160 | ﹤0.01% | 1500 |
|
|
2021
Q2 | – | Sell |
-2,055
| Closed | -$148 | – | 2439 |
|
|
2021
Q1 | $148 | Hold |
2,055
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q4 | $169K | Buy |
2,055
+300
| +17% | +$24.7K | ﹤0.01% | 1539 |
|
|
2020
Q3 | $135K | Buy |
1,755
+1,330
| +313% | +$102K | ﹤0.01% | 1441 |
|
|
2020
Q2 | $31K | Buy |
425
+35
| +9% | +$2.55K | ﹤0.01% | 1683 |
|
|
2020
Q1 | $21K | Sell |
390
-140
| -26% | -$7.54K | ﹤0.01% | 1707 |
|
|
2019
Q4 | $37K | Buy |
530
+280
| +112% | +$19.5K | ﹤0.01% | 1585 |
|
|
2019
Q3 | $14K | Hold |
250
| – | – | ﹤0.01% | 1709 |
|
|
2019
Q2 | $17K | Hold |
250
| – | – | ﹤0.01% | 1638 |
|
|
2019
Q1 | $16K | Hold |
250
| – | – | ﹤0.01% | 1656 |
|
|
2018
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 1618 |
|
|
2018
Q3 | $15K | Buy |
250
+40
| +19% | +$2.4K | ﹤0.01% | 1611 |
|
|
2018
Q2 | $12K | Sell |
210
-800
| -79% | -$45.7K | ﹤0.01% | 1698 |
|
|
2018
Q1 | $56K | Sell |
1,010
-7,300
| -88% | -$405K | ﹤0.01% | 1412 |
|
|
2017
Q4 | $414K | Sell |
8,310
-5,300
| -39% | -$264K | ﹤0.01% | 1086 |
|
|
2017
Q3 | $694K | Hold |
13,610
| – | – | 0.01% | 938 |
|
|
2017
Q2 | $489K | Buy |
13,610
+200
| +1% | +$7.19K | 0.01% | 1023 |
|
|
2017
Q1 | $433K | Sell |
13,410
-190
| -1% | -$6.14K | 0.01% | 1078 |
|
|
2016
Q4 | $479K | Sell |
13,600
-100
| -0.7% | -$3.52K | 0.01% | 1053 |
|
|
2016
Q3 | $499K | Hold |
13,700
| – | – | 0.01% | 1005 |
|
|
2016
Q2 | $456K | Hold |
13,700
| – | – | 0.01% | 1024 |
|
|
2016
Q1 | $373K | Buy |
+13,700
| New | +$373K | 0.01% | 1091 |
|