Vista Finance’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,000
| Closed | -$704K | – | 28 |
|
|
2023
Q3 | $704K | Hold |
16,000
| – | – | 1.03% | 19 |
|
|
2023
Q2 | $950K | Hold |
16,000
| – | – | 1.48% | 15 |
|
|
2023
Q1 | $939K | Hold |
16,000
| – | – | 1.33% | 14 |
|
|
2022
Q4 | $987K | Hold |
16,000
| – | – | 1.39% | 12 |
|
|
2022
Q3 | $710K | Hold |
16,000
| – | – | 0.86% | 19 |
|
|
2022
Q2 | $844K | Buy |
+16,000
| New | +$844K | 1.1% | 19 |
|