SFG
ENV

Steward Financial Group’s ENVESTNET, INC. ENV Stock Holding History

Steward Financial Group’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24
Closed -$1K – 1106
2023
Q1 		$1K Buy
24
+14
+140% +$583 ﹤0.01% 692
2022
Q4 		$0 Buy
+10
New – ﹤0.01% 897
2022
Q3 		– Sell
-14
Closed – – 1499
2022
Q2 		$0 Buy
+14
New – ﹤0.01% 1502