Altshuler Shaham’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-470
| Closed | -$25K | – | 551 |
|
|
2022
Q2 | $25K | Sell |
470
-20
| -4% | -$1.06K | ﹤0.01% | 371 |
|
|
2022
Q1 | $36K | Sell |
490
-51
| -9% | -$3.75K | ﹤0.01% | 445 |
|
|
2021
Q4 | $43K | Buy |
+541
| New | +$43K | ﹤0.01% | 425 |
|
|
2020
Q4 | – | Sell |
-83
| Closed | -$6K | – | 492 |
|
|
2020
Q3 | $6K | Buy |
83
+1
| +1% | +$72 | ﹤0.01% | 369 |
|
|
2020
Q2 | $6K | Buy |
82
+31
| +61% | +$2.27K | ﹤0.01% | 316 |
|
|
2020
Q1 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 380 |
|