Atom Investors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,950
| Closed | -$570K | – | 576 |
|
|
2023
Q3 | $570K | Buy |
12,950
+3,131
| +32% | +$138K | 0.13% | 209 |
|
|
2023
Q2 | $583K | Sell |
9,819
-22,048
| -69% | -$1.31M | 0.22% | 99 |
|
|
2023
Q1 | $1.87M | Buy |
+31,867
| New | +$1.87M | 1.02% | 15 |
|
|
2022
Q3 | – | Sell |
-7,096
| Closed | -$374K | – | 400 |
|
|
2022
Q2 | $374K | Buy |
+7,096
| New | +$374K | 0.16% | 133 |
|
|
2019
Q4 | – | Sell |
-33,867
| Closed | -$1.92M | – | 351 |
|
|
2019
Q3 | $1.92M | Buy |
+33,867
| New | +$1.92M | 0.13% | 146 |
|