Cullen/Frost Bankers’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-862
| Closed | -$69K | – | 1386 |
|
|
2021
Q3 | $69K | Sell |
862
-234
| -21% | -$18.7K | ﹤0.01% | 694 |
|
|
2021
Q2 | $83K | Sell |
1,096
-3,475
| -76% | -$263K | ﹤0.01% | 668 |
|
|
2021
Q1 | $330K | Sell |
4,571
-55
| -1% | -$3.97K | 0.01% | 453 |
|
|
2020
Q4 | $381K | Hold |
4,626
| – | – | 0.01% | 391 |
|
|
2020
Q3 | $357K | Buy |
4,626
+180
| +4% | +$13.9K | 0.01% | 382 |
|
|
2020
Q2 | $327K | Buy |
+4,446
| New | +$327K | 0.01% | 379 |
|