Baird Financial Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,683
| Closed | -$385K | – | 1753 |
|
|
2020
Q4 | $385K | Buy |
4,683
+702
| +18% | +$57.7K | ﹤0.01% | 1299 |
|
|
2020
Q3 | $307K | Buy |
3,981
+990
| +33% | +$76.3K | ﹤0.01% | 1297 |
|
|
2020
Q2 | $220K | Buy |
+2,991
| New | +$220K | ﹤0.01% | 1391 |
|
|
2015
Q3 | – | Sell |
-527,561
| Closed | -$21.3M | – | 1377 |
|
|
2015
Q2 | $21.3M | Buy |
+527,561
| New | +$21.3M | 0.21% | 138 |
|