Aigen Investment 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
Q3 | – | Sell |
-4,394
| Closed | -$275K | – | 1078 |
|
|
2024
Q2 | $275K | Buy |
+4,394
| New | +$275K | 0.05% | 513 |
|
|
2023
Q2 | – | Sell |
-3,571
| Closed | -$210K | – | 1030 |
|
|
2023
Q1 | $210K | Buy |
+3,571
| New | +$210K | 0.03% | 514 |
|
|
2021
Q3 | – | Sell |
-4,973
| Closed | -$377K | – | 729 |
|
|
2021
Q2 | $377K | Buy |
+4,973
| New | +$377K | 0.07% | 280 |
|