WR Wealth Planners’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43
| Closed | -$2.69K | – | 1211 |
|
|
2024
Q3 | $2.69K | Buy |
43
+3
| +8% | +$188 | ﹤0.01% | 846 |
|
|
2024
Q2 | $2.5K | Sell |
40
-6
| -13% | -$376 | ﹤0.01% | 838 |
|
|
2024
Q1 | $2.66K | Buy |
+46
| New | +$2.66K | ﹤0.01% | 826 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$1.72K | – | 918 |
|
|
2023
Q3 | $1.72K | Buy |
+39
| New | +$1.72K | ﹤0.01% | 793 |
|