SJS Investment Consulting’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$297 | – | 1668 |
|
|
2023
Q2 | $297 | Buy |
5
+1
| +25% | +$59 | ﹤0.01% | 1316 |
|
|
2023
Q1 | $235 | Sell |
4
-1
| -20% | -$59 | ﹤0.01% | 1326 |
|
|
2022
Q4 | $308 | Buy |
5
+2
| +67% | +$123 | ﹤0.01% | 1341 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1706 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1496 |
|