Spire Wealth Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14
| Closed | -$1K | – | 2639 |
|
|
2022
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2295 |
|
|
2022
Q1 | – | Sell |
-19
| Closed | -$2K | – | 3022 |
|
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 2840 |
|
|
2021
Q2 | – | Sell |
-35
| Closed | -$3K | – | 3138 |
|
|
2021
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 2814 |
|