Advisor Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $313K | Buy |
4,507
+820
| +22% | +$56.9K | ﹤0.01% | 2027 |
|
|
2019
Q3 | $210K | Sell |
3,687
-143
| -4% | -$8.15K | ﹤0.01% | 2293 |
|
|
2019
Q2 | $261K | Buy |
3,830
+1,493
| +64% | +$102K | ﹤0.01% | 2098 |
|
|
2019
Q1 | $155K | Buy |
2,337
+400
| +21% | +$26.5K | ﹤0.01% | 2493 |
|
|
2018
Q4 | $96K | Buy |
1,937
+542
| +39% | +$26.9K | ﹤0.01% | 2689 |
|
|
2018
Q3 | $84K | Buy |
1,395
+731
| +110% | +$44K | ﹤0.01% | 2887 |
|
|
2018
Q2 | $35K | Sell |
664
-176
| -21% | -$9.28K | ﹤0.01% | 3377 |
|
|
2018
Q1 | $50K | Buy |
840
+178
| +27% | +$10.6K | ﹤0.01% | 3068 |
|
|
2017
Q4 | $33K | Buy |
662
+159
| +32% | +$7.93K | ﹤0.01% | 3386 |
|
|
2017
Q3 | $26K | Buy |
503
+253
| +101% | +$13.1K | ﹤0.01% | 3422 |
|
|
2017
Q2 | $10K | Buy |
250
+100
| +67% | +$4K | ﹤0.01% | 3955 |
|
|
2017
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 4171 |
|
|
2016
Q4 | $5K | Sell |
150
-25
| -14% | -$833 | ﹤0.01% | 3983 |
|
|
2016
Q3 | $6K | Hold |
175
| – | – | ﹤0.01% | 3857 |
|
|
2016
Q2 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 3825 |
|