Zurich Cantonal Bank’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 | $600K | Hold |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $460K | Buy |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $420K | Hold |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $496K | Hold |
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|
2020
Q3 | $465K | Hold |
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|
2020
Q2 | $443K | Buy |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $277K | Buy |
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|
2019
Q3 | $187K | Buy |
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|
2019
Q2 | $188K | Hold |
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|
2019
Q1 | $180K | Sell |
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|
2018
Q4 | $153K | Buy |
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|
2018
Q3 | $170K | Hold |
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|
2018
Q2 | $153K | Hold |
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|
2018
Q1 | $160K | Hold |
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|
2017
Q4 | $139K | Buy |
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|
2017
Q3 | $61K | Hold |
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|
2017
Q2 | $47K | Buy |
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|
2017
Q1 | $29K | Hold |
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|
2016
Q4 | $32K | Hold |
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|
2016
Q3 | $33K | Buy |
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|
2016
Q2 | $25K | Hold |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $22K | Buy |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | $5K | Hold |
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|
2015
Q1 | $7K | Buy |
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