TCI 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
Q2 | – | Sell |
-168
| Closed | -$9.86K | – | 2515 |
|
|
2023
Q1 | $9.86K | Buy |
168
+166
| +8,300% | +$9.74K | ﹤0.01% | 1096 |
|
|
2022
Q4 | $123 | Sell |
2
-172
| -99% | -$10.6K | ﹤0.01% | 2390 |
|
|
2022
Q3 | $8K | Buy |
+174
| New | +$8K | ﹤0.01% | 1212 |
|
|
2022
Q2 | – | Sell |
-73
| Closed | -$5K | – | 2647 |
|
|
2022
Q1 | $5K | Sell |
73
-52
| -42% | -$3.56K | ﹤0.01% | 1647 |
|
|
2021
Q4 | $10K | Buy |
125
+52
| +71% | +$4.16K | ﹤0.01% | 1218 |
|
|
2021
Q3 | $6K | Hold |
73
| – | – | ﹤0.01% | 1526 |
|
|
2021
Q2 | $6K | Buy |
73
+36
| +97% | +$2.96K | ﹤0.01% | 1380 |
|
|
2021
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 1618 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$1K | – | 1811 |
|
|
2018
Q3 | $1K | Sell |
13
-24
| -65% | -$1.85K | ﹤0.01% | 1437 |
|
|
2018
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1223 |
|