RE Dickinson 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
2022
Q4
Sell
-1,000
Closed -$44K 408
2022
Q3
$44K Hold
1,000
0.04% 77
2022
Q2
$53 Hold
1,000
0.01% 77
2022
Q1
$74K Hold
1,000
0.05% 74
2021
Q4
$79K Buy
+1,000
New +$79K 0.06% 62