IMA WEALTH, INC. – Envestnet, Inc. Transaction History
IMA WEALTH, INC. portfolio value:
$1.67M
portfolio value
IMA WEALTH, INC. quarter portfolio value change:
-15.86%
quarter
Envestnet, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.91% | -3.23K shares | -487K | $44.4 | 37.71K |
| Q2 2022 | share | Increase | +0.44% | 179 shares | -874K | $52.77 | 40.95K |
| Q1 2022 | share | Decrease | -0.68% | -279 shares | -222K | $74.44 | 40.77K |
| Q4 2021 | share | Increase | +2.88% | 1.15K shares | 56K | $79.94 | 41.05K |
| Q3 2021 | share | Increase | +1.26% | 497 shares | 212K | $80.24 | 39.89K |
| Q2 2021 | share | Decrease | -6.92% | -2.92K shares | -68K | $75.86 | 39.40K |
| Q1 2021 | share | Increase | +63.10% | 16.37K shares | 921K | $72.23 | 42.33K |
| Q4 2020 | share | Increase | +1.81% | 462 shares | 169K | $82.29 | 25.95K |
| Q3 2020 | share | Increase | +1.25% | 315 shares | 116K | $77.16 | 25.49K |
| Q2 2020 | share | Decrease | -1.18% | -301 shares | 481K | $73.54 | 25.17K |
| Q1 2020 | share | Decrease | -33.14% | -12.62K shares | -1.28M | $53.78 | 25.47K |
| Q4 2019 | share | Decrease | -9.55% | -4.02K shares | 264K | $69.63 | 38.10K |
| Q3 2019 | share | Increase | 0.00% | 42.12K shares | 2.38M | $56.7 | 42.12K |