Pathstone Holdings
ENV

Pathstone Holdings’s ENVESTNET, INC. ENV Stock Holding History

Pathstone Holdings’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,024
Closed -$252K – 2412
2024
Q3 		$252K Sell
4,024
-798
-17% -$50K ﹤0.01% 2061
2024
Q2 		$302K Buy
4,822
+956
+25% +$59.8K ﹤0.01% 1933
2024
Q1 		$224K Buy
+3,866
New +$224K ﹤0.01% 2084