Capstone Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,176
| Closed | -$553K | – | 1576 |
|
|
2023
Q4 | $553K | Sell |
11,176
-4,440
| -28% | -$220K | ﹤0.01% | 482 |
|
|
2023
Q3 | $688K | Buy |
15,616
+9,665
| +162% | +$426K | ﹤0.01% | 492 |
|
|
2023
Q2 | $353K | Buy |
+5,951
| New | +$353K | ﹤0.01% | 526 |
|
|
2017
Q2 | – | Sell |
-13,428
| Closed | -$433K | – | 944 |
|
|
2017
Q1 | $433K | Buy |
+13,428
| New | +$433K | 0.01% | 484 |
|