Private Wealth Management Group’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
-64
Closed -$4.01K 1598
2024
Q3
$4.01K Hold
64
﹤0.01% 814
2024
Q2
$4.01K Hold
64
﹤0.01% 792
2024
Q1
$3.71K Hold
64
﹤0.01% 730
2023
Q4
$3.17K Buy
+64
New +$3.17K ﹤0.01% 784