Clear Harbor Asset Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,795
| Closed | -$971K | – | 376 |
|
|
2020
Q4 | $971K | Buy |
11,795
+200
| +2% | +$16.5K | 0.14% | 118 |
|
|
2020
Q3 | $895K | Sell |
11,595
-375
| -3% | -$28.9K | 0.15% | 104 |
|
|
2020
Q2 | $880K | Sell |
11,970
-860
| -7% | -$63.2K | 0.17% | 104 |
|
|
2020
Q1 | $690K | Sell |
12,830
-3,155
| -20% | -$170K | 0.16% | 102 |
|
|
2019
Q4 | $1.11M | Buy |
+15,985
| New | +$1.11M | 0.19% | 91 |
|