Berman Capital Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 1781 |
|
|
2021
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1870 |
|
|
2021
Q1 | $1K | Sell |
26
-16
| -38% | -$615 | ﹤0.01% | 1749 |
|
|
2020
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 1360 |
|
|
2020
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1243 |
|
|
2020
Q2 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 1215 |
|