Schubert & Co’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14
| Closed | -$822 | – | 1673 |
|
|
2023
Q1 | $822 | Buy |
14
+1
| +8% | +$59 | ﹤0.01% | 1274 |
|
|
2022
Q4 | $802 | Sell |
13
-2
| -13% | -$123 | ﹤0.01% | 1257 |
|
|
2022
Q3 | $1K | Buy |
15
+7
| +88% | +$467 | ﹤0.01% | 1357 |
|
|
2022
Q2 | $0 | Buy |
8
+1
| +14% | – | ﹤0.01% | 1676 |
|
|
2022
Q1 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 1046 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1399 |
|