Advisory Research’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,816
| Closed | -$1.14M | – | 371 |
|
|
2020
Q3 | $1.14M | Buy |
14,816
+6,279
| +74% | +$484K | 0.11% | 162 |
|
|
2020
Q2 | $628K | Sell |
8,537
-4,743
| -36% | -$349K | 0.06% | 227 |
|
|
2020
Q1 | $714K | Buy |
+13,280
| New | +$714K | 0.05% | 158 |
|
|
2019
Q3 | – | Sell |
-33,617
| Closed | -$2.3M | – | 398 |
|
|
2019
Q2 | $2.3M | Buy |
33,617
+3,172
| +10% | +$217K | 0.05% | 183 |
|
|
2019
Q1 | $1.99M | Buy |
+30,445
| New | +$1.99M | 0.04% | 182 |
|
|
2017
Q4 | – | Sell |
-40,256
| Closed | -$2.05M | – | 467 |
|
|
2017
Q3 | $2.05M | Buy |
+40,256
| New | +$2.05M | 0.03% | 217 |
|