13D Management’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 |
-42,048
| Closed | -$2.63M | – | 27 |
|
|
2024
Q3 | $2.63M | Sell |
42,048
-62,193
| -60% | -$3.89M | 1.93% | 20 |
|
|
2024
Q2 | $6.52M | Buy |
104,241
+14,468
| +16% | +$906K | 4.76% | 12 |
|
|
2024
Q1 | $5.2M | Buy |
89,773
+102
| +0.1% | +$5.91K | 3.17% | 20 |
|
|
2023
Q4 | $4.44M | Buy |
89,671
+42,098
| +88% | +$2.08M | 2.61% | 24 |
|
|
2023
Q3 | $2.09M | Sell |
47,573
-34,452
| -42% | -$1.52M | 1.3% | 22 |
|
|
2023
Q2 | $4.87M | Buy |
+82,025
| New | +$4.87M | 2.66% | 23 |
|