One Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,221
| Closed | -$75.3K | – | 639 |
|
|
2022
Q4 | $75.3K | Buy |
+1,221
| New | +$75.3K | 0.02% | 336 |
|
|
2019
Q2 | – | Sell |
-1,382
| Closed | -$90K | – | 598 |
|
|
2019
Q1 | $90K | Buy |
+1,382
| New | +$90K | 0.07% | 188 |
|
|
2018
Q4 | – | Sell |
-1,236
| Closed | -$75K | – | 587 |
|
|
2018
Q3 | $75K | Sell |
1,236
-48
| -4% | -$2.91K | 0.06% | 224 |
|
|
2018
Q2 | $71K | Hold |
1,284
| – | – | 0.06% | 230 |
|
|
2018
Q1 | $74K | Buy |
1,284
+396
| +45% | +$22.8K | 0.07% | 211 |
|
|
2017
Q4 | $44K | Buy |
+888
| New | +$44K | 0.04% | 283 |
|