Steward Partners Investment Advisory’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $23.6K | Sell |
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|
2024
Q2 | $86.8K | Buy |
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|
2024
Q1 | $35.7K | Sell |
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|
2023
Q4 | $30.9K | Sell |
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|
2023
Q3 | $28.8K | Sell |
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|
2023
Q2 | $38.9K | Hold |
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|
2023
Q1 | $38.5K | Hold |
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|
2022
Q4 | $40.5K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $60K | Sell |
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|
2021
Q3 | $85K | Sell |
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|
2021
Q2 | $84K | Sell |
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|
2021
Q1 | $82.7K | Buy |
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|
2020
Q4 | $83K | Buy |
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|
2020
Q3 | $72K | Buy |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $34K | Buy |
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|
2019
Q3 | $17K | Buy |
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|
2019
Q2 | $18K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $15K | Buy |
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|
2018
Q1 | $4K | Buy |
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