Contravisory Investment 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 |
-1,924
| Closed | -$158K | – | 293 |
|
|
2020
Q4 | $158K | Sell |
1,924
-248
| -11% | -$20.4K | 0.05% | 169 |
|
|
2020
Q3 | $168K | Hold |
2,172
| – | – | 0.06% | 160 |
|
|
2020
Q2 | $162K | Buy |
2,172
+160
| +8% | +$11.9K | 0.06% | 160 |
|
|
2020
Q1 | $108K | Sell |
2,012
-65
| -3% | -$3.49K | 0.05% | 177 |
|
|
2019
Q4 | $145K | Buy |
2,077
+94
| +5% | +$6.56K | 0.05% | 168 |
|
|
2019
Q3 | $112K | Hold |
1,983
| – | – | 0.04% | 174 |
|
|
2019
Q2 | $136K | Hold |
1,983
| – | – | 0.05% | 157 |
|
|
2019
Q1 | $130K | Sell |
1,983
-255
| -11% | -$16.7K | 0.05% | 164 |
|
|
2018
Q4 | $110K | Hold |
2,238
| – | – | 0.05% | 169 |
|
|
2018
Q3 | $136K | Buy |
+2,238
| New | +$136K | 0.05% | 168 |
|