SWS
ENV

SYSTM Wealth Solutions’s ENVESTNET, INC. ENV Stock Holding History

SYSTM Wealth Solutions’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-28
Closed -$1.62K – 1012
2024
Q1 		$1.62K Hold
28
– – ﹤0.01% 914
2023
Q4 		$1.39K Buy
+28
New +$1.39K ﹤0.01% 968