Creative Planning’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-324
| Closed | -$13K | – | 4622 |
|
|
2017
Q2 | $13K | Sell |
324
-156
| -33% | -$6.26K | ﹤0.01% | 3451 |
|
|
2017
Q1 | $16K | Buy |
480
+156
| +48% | +$5.2K | ﹤0.01% | 3275 |
|
|
2016
Q4 | $11K | Sell |
324
-259
| -44% | -$8.79K | ﹤0.01% | 3475 |
|
|
2016
Q3 | $21K | Buy |
583
+415
| +247% | +$14.9K | ﹤0.01% | 3021 |
|
|
2016
Q2 | $6K | Sell |
168
-1,315
| -89% | -$47K | ﹤0.01% | 3533 |
|
|
2016
Q1 | $40K | Hold |
1,483
| – | – | ﹤0.01% | 2248 |
|
|
2015
Q4 | $44K | Buy |
1,483
+1,333
| +889% | +$39.6K | ﹤0.01% | 2202 |
|
|
2015
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 3731 |
|