Chicago Partners Investment Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1005 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1020 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 865 |
|
|
2017
Q1 | – | Sell |
-66
| Closed | -$2K | – | 629 |
|
|
2016
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 516 |
|
|
2016
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 482 |
|
|
2016
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 431 |
|
|
2016
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 420 |
|
|
2015
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 480 |
|