TD Asset Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,034
| Closed | -$2.44M | – | 1444 |
|
|
2024
Q2 | $2.44M | Hold |
39,034
| – | – | ﹤0.01% | 932 |
|
|
2024
Q1 | $2.26M | Buy |
39,034
+3,200
| +9% | +$185K | ﹤0.01% | 977 |
|
|
2023
Q4 | $1.77M | Hold |
35,834
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q3 | $1.58M | Buy |
35,834
+10,200
| +40% | +$449K | ﹤0.01% | 1024 |
|
|
2023
Q2 | $1.52M | Buy |
+25,634
| New | +$1.52M | ﹤0.01% | 1030 |
|