Bayesian Capital Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,700
| Closed | -$732K | – | 1104 |
|
|
2024
Q2 | $732K | Buy |
+11,700
| New | +$732K | 0.08% | 290 |
|
|
2023
Q2 | – | Sell |
-11,323
| Closed | -$664K | – | 1150 |
|
|
2023
Q1 | $664K | Buy |
11,323
+1,778
| +19% | +$104K | 0.08% | 318 |
|
|
2022
Q4 | $589K | Buy |
+9,545
| New | +$589K | 0.09% | 305 |
|
|
2017
Q4 | – | Sell |
-5,524
| Closed | -$282K | – | 842 |
|
|
2017
Q3 | $282K | Buy |
+5,524
| New | +$282K | 0.07% | 377 |
|