Aperio Group’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 | $494K | Buy |
6,005
+286
| +5% | +$23.5K | ﹤0.01% | 1974 |
|
|
2020
Q3 | $441K | Buy |
5,719
+157
| +3% | +$12.1K | ﹤0.01% | 1876 |
|
|
2020
Q2 | $409K | Sell |
5,562
-771
| -12% | -$56.7K | ﹤0.01% | 1870 |
|
|
2020
Q1 | $341K | Buy |
6,333
+590
| +10% | +$31.8K | ﹤0.01% | 1839 |
|
|
2019
Q4 | $400K | Sell |
5,743
-173
| -3% | -$12K | ﹤0.01% | 1925 |
|
|
2019
Q3 | $335K | Buy |
5,916
+1,576
| +36% | +$89.2K | ﹤0.01% | 1969 |
|
|
2019
Q2 | $297K | Buy |
4,340
+737
| +20% | +$50.4K | ﹤0.01% | 2026 |
|
|
2019
Q1 | $236K | Buy |
+3,603
| New | +$236K | ﹤0.01% | 2099 |
|
|
2018
Q4 | – | Sell |
-3,645
| Closed | -$222K | – | 2393 |
|
|
2018
Q3 | $222K | Buy |
+3,645
| New | +$222K | ﹤0.01% | 2151 |
|