Capricorn Fund Managers’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-58,591
| Closed | -$3.62M | – | 124 |
|
|
2022
Q4 | $3.62M | Hold |
58,591
| – | – | 0.93% | 35 |
|
|
2022
Q3 | $2.6M | Hold |
58,591
| – | – | 0.82% | 43 |
|
|
2022
Q2 | $3.09M | Hold |
58,591
| – | – | 0.56% | 48 |
|
|
2022
Q1 | $4.36M | Hold |
58,591
| – | – | 1.06% | 30 |
|
|
2021
Q4 | $4.65M | Buy |
+58,591
| New | +$4.65M | 1.31% | 22 |
|