SignatureFD’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 |
-15
| Closed | -$939 | – | 3448 |
|
|
2024
Q3 | $939 | Hold |
15
| – | – | ﹤0.01% | 3000 |
|
|
2024
Q2 | $939 | Buy |
+15
| New | +$939 | ﹤0.01% | 2906 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$14.8K | – | 3368 |
|
|
2023
Q2 | $14.8K | Hold |
250
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q1 | $14.7K | Buy |
+250
| New | +$14.7K | ﹤0.01% | 2038 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 3475 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 3066 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 3110 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 3073 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 3006 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2918 |
|
|
2021
Q1 | $1K | Sell |
11
-13
| -54% | -$1.18K | ﹤0.01% | 2738 |
|
|
2020
Q4 | $2K | Sell |
24
-5
| -17% | -$417 | ﹤0.01% | 2357 |
|
|
2020
Q3 | $2K | Sell |
29
-9
| -24% | -$621 | ﹤0.01% | 2333 |
|
|
2020
Q2 | $3K | Buy |
38
+27
| +245% | +$2.13K | ﹤0.01% | 2053 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 2156 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 2079 |
|
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2013 |
|
|
2019
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1950 |
|
|
2018
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1915 |
|
|
2018
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1897 |
|
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1894 |
|
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1725 |
|
|
2016
Q4 | – | Sell |
-11
| Closed | – | – | 1606 |
|
|
2016
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1702 |
|
|
2016
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 1596 |
|
|
2016
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 1539 |
|
|
2015
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 1460 |
|
|
2015
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1458 |
|