Sutton Wealth Advisors’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 |
-10
| Closed | -$617 | – | 1674 |
|
|
2022
Q4 | $617 | Sell |
10
-7
| -41% | -$432 | ﹤0.01% | 1449 |
|
|
2022
Q3 | $755 | Buy |
17
+3
| +21% | +$133 | ﹤0.01% | 1374 |
|
|
2022
Q2 | $739 | Buy |
+14
| New | +$739 | ﹤0.01% | 1364 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$555 | – | 1760 |
|
|
2021
Q4 | $555 | Buy |
+7
| New | +$555 | ﹤0.01% | 1488 |
|