AtonRa Partners’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 | $228K | Sell |
4,596
-1,532
| -25% | -$75.9K | 0.45% | 103 |
|
|
2023
Q3 | $270K | Sell |
6,128
-1,495
| -20% | -$65.8K | 0.57% | 85 |
|
|
2023
Q2 | $452K | Sell |
7,623
-961
| -11% | -$57K | 0.7% | 71 |
|
|
2023
Q1 | $504K | Sell |
8,584
-2,204
| -20% | -$129K | 0.74% | 61 |
|
|
2022
Q4 | $666K | Sell |
10,788
-215
| -2% | -$13.3K | 0.85% | 53 |
|
|
2022
Q3 | $489K | Sell |
11,003
-732
| -6% | -$32.5K | 0.48% | 89 |
|
|
2022
Q2 | $619K | Buy |
+11,735
| New | +$619K | 0.57% | 80 |
|