S.A. Mason’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $214K | Sell |
|
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $440K | Hold |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $512K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $640K | Hold |
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|
2021
Q4 | $682K | Hold |
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|
2021
Q3 | $690K | Hold |
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|
2021
Q2 | $652K | Hold |
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|
2021
Q1 | $621K | Buy |
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|
2020
Q4 | $675K | Sell |
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|
2020
Q3 | $664K | Hold |
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|
2020
Q2 | $632K | Sell |
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|
2020
Q1 | $500K | Sell |
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|
2019
Q4 | $675K | Buy |
|