Advisors Asset Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-477
| Closed | -$38K | – | 1565 |
|
|
2021
Q4 | $38K | Hold |
477
| – | – | ﹤0.01% | 1451 |
|
|
2021
Q3 | $38K | Sell |
477
-639
| -57% | -$50.9K | ﹤0.01% | 1419 |
|
|
2021
Q2 | $85K | Sell |
1,116
-40
| -3% | -$3.05K | ﹤0.01% | 1327 |
|
|
2021
Q1 | $83K | Sell |
1,156
-868
| -43% | -$62.3K | ﹤0.01% | 1360 |
|
|
2020
Q4 | $167K | Sell |
2,024
-853
| -30% | -$70.4K | ﹤0.01% | 1268 |
|
|
2020
Q3 | $222K | Sell |
2,877
-262
| -8% | -$20.2K | ﹤0.01% | 1148 |
|
|
2020
Q2 | $231K | Buy |
3,139
+224
| +8% | +$16.5K | ﹤0.01% | 1131 |
|
|
2020
Q1 | $157K | Buy |
2,915
+85
| +3% | +$4.58K | ﹤0.01% | 1152 |
|
|
2019
Q4 | $197K | Buy |
2,830
+520
| +23% | +$36.2K | ﹤0.01% | 1219 |
|
|
2019
Q3 | $131K | Buy |
2,310
+189
| +9% | +$10.7K | ﹤0.01% | 1256 |
|
|
2019
Q2 | $145K | Buy |
2,121
+147
| +7% | +$10.1K | ﹤0.01% | 1245 |
|
|
2019
Q1 | $129K | Buy |
1,974
+791
| +67% | +$51.7K | ﹤0.01% | 1457 |
|
|
2018
Q4 | $58K | Buy |
+1,183
| New | +$58K | ﹤0.01% | 1412 |
|