Alley Company’s ENVESTNET, INC. ENV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$983K	Sell	12,386 -188	-1%	-$14.9K	0.16%	63
2021 Q3	$1.01M	Hold	12,574	–	–	0.18%	63
2021 Q2	$954K	Hold	12,574	–	–	0.17%	63
2021 Q1	$908K	Hold	12,574	–	–	0.18%	65
2020 Q4	$1.04M	Hold	12,574	–	–	0.22%	64
2020 Q3	$970K	Hold	12,574	–	–	0.07%	63
2020 Q2	$925K	Hold	12,574	–	–	0.07%	63
2020 Q1	$676K	Hold	12,574	–	–	0.08%	66
2019 Q4	$876K	Buy	12,574 +11	+0.1%	+$766	0.23%	67
2019 Q3	$712K	Hold	12,563	–	–	0.19%	68
2019 Q2	$859K	Hold	12,563	–	–	0.24%	67
2019 Q1	$821K	Buy	12,563 +563	+5%	+$36.8K	0.24%	66
2018 Q4	$590K	Hold	12,000	–	–	0.19%	68
2018 Q3	$731K	Hold	12,000	–	–	0.22%	66
2018 Q2	$659K	Hold	12,000	–	–	0.22%	66
2018 Q1	$688K	Hold	12,000	–	–	0.24%	67
2017 Q4	$598K	Hold	12,000	–	–	0.21%	67
2017 Q3	$612K	Hold	12,000	–	–	0.22%	67
2017 Q2	$475K	Hold	12,000	–	–	0.18%	68
2017 Q1	$388K	Hold	12,000	–	–	0.15%	69
2016 Q4	$423K	Hold	12,000	–	–	0.19%	68
2016 Q3	$437K	Hold	12,000	–	–	0.19%	66
2016 Q2	$400K	Hold	12,000	–	–	0.18%	65
2016 Q1	$326K	Hold	12,000	–	–	0.16%	70
2015 Q4	$358K	Hold	12,000	–	–	0.17%	69
2015 Q3	$360K	Hold	12,000	–	–	0.19%	69
2015 Q2	$485K	Sell	12,000 -1,932	-14%	-$78.1K	0.24%	67
2015 Q1	$781K	Hold	13,932	–	–	0.38%	66
2014 Q4	$685K	Sell	13,932 -190	-1%	-$9.34K	0.35%	66
2014 Q3	$635K	Buy	+14,122	New	+$635K	0.46%	60