Steward Partners Investment Advisory’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 |
-377
| Closed | -$23.6K | – | 4169 |
|
|
2024
Q3 | $23.6K | Sell |
377
-1,010
| -73% | -$63.2K | ﹤0.01% | 2589 |
|
|
2024
Q2 | $86.8K | Buy |
1,387
+770
| +125% | +$48.2K | ﹤0.01% | 1853 |
|
|
2024
Q1 | $35.7K | Sell |
617
-8
| -1% | -$463 | ﹤0.01% | 2267 |
|
|
2023
Q4 | $31K | Sell |
625
-28
| -4% | -$1.39K | ﹤0.01% | 2182 |
|
|
2023
Q3 | $28.8K | Sell |
653
-3
| -0.5% | -$132 | ﹤0.01% | 2149 |
|
|
2023
Q2 | $38.9K | Hold |
656
| – | – | ﹤0.01% | 1985 |
|
|
2023
Q1 | $38.5K | Hold |
656
| – | – | ﹤0.01% | 1969 |
|
|
2022
Q4 | $40.5K | Hold |
656
| – | – | ﹤0.01% | 1931 |
|
|
2022
Q3 | $29K | Hold |
656
| – | – | ﹤0.01% | 2054 |
|
|
2022
Q2 | $35K | Hold |
656
| – | – | ﹤0.01% | 1975 |
|
|
2022
Q1 | $49K | Sell |
656
-100
| -13% | -$7.47K | ﹤0.01% | 1934 |
|
|
2021
Q4 | $60K | Sell |
756
-298
| -28% | -$23.7K | ﹤0.01% | 1823 |
|
|
2021
Q3 | $85K | Sell |
1,054
-54
| -5% | -$4.36K | ﹤0.01% | 1627 |
|
|
2021
Q2 | $84K | Sell |
1,108
-37
| -3% | -$2.81K | ﹤0.01% | 2494 |
|
|
2021
Q1 | $82.7K | Buy |
1,145
+132
| +13% | +$9.53K | ﹤0.01% | 1712 |
|
|
2020
Q4 | $83K | Buy |
1,013
+82
| +9% | +$6.72K | ﹤0.01% | 1443 |
|
|
2020
Q3 | $72K | Buy |
931
+430
| +86% | +$33.3K | ﹤0.01% | 1347 |
|
|
2020
Q2 | $37K | Hold |
501
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q1 | $26K | Hold |
501
| – | – | ﹤0.01% | 1519 |
|
|
2019
Q4 | $34K | Buy |
501
+190
| +61% | +$12.9K | ﹤0.01% | 1564 |
|
|
2019
Q3 | $17K | Buy |
311
+36
| +13% | +$1.97K | ﹤0.01% | 1796 |
|
|
2019
Q2 | $18K | Buy |
+275
| New | +$18K | ﹤0.01% | 1759 |
|
|
2018
Q4 | – | Sell |
-275
| Closed | -$17K | – | 2639 |
|
|
2018
Q3 | $17K | Hold |
275
| – | – | ﹤0.01% | 1644 |
|
|
2018
Q2 | $15K | Buy |
275
+190
| +224% | +$10.4K | ﹤0.01% | 1595 |
|
|
2018
Q1 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 1894 |
|