Xponance’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $655K | Sell |
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|
2021
Q2 | $654K | Buy |
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