D.A. Davidson & Co’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,613
| Closed | -$281K | – | 1220 |
|
|
2018
Q3 | $281K | Buy |
4,613
+733
| +19% | +$44.7K | 0.01% | 939 |
|
|
2018
Q2 | $213K | Buy |
+3,880
| New | +$213K | ﹤0.01% | 1021 |
|
|
2017
Q3 | – | Sell |
-3,286
| Closed | -$130K | – | 2409 |
|
|
2017
Q2 | $130K | Buy |
3,286
+379
| +13% | +$15K | ﹤0.01% | 1154 |
|
|
2017
Q1 | $93K | Buy |
2,907
+976
| +51% | +$31.2K | ﹤0.01% | 1280 |
|
|
2016
Q4 | $68K | Buy |
1,931
+141
| +8% | +$4.97K | ﹤0.01% | 1475 |
|
|
2016
Q3 | $65K | Buy |
1,790
+548
| +44% | +$19.9K | ﹤0.01% | 1413 |
|
|
2016
Q2 | $41K | Buy |
1,242
+446
| +56% | +$14.7K | ﹤0.01% | 1493 |
|
|
2016
Q1 | $21K | Buy |
796
+176
| +28% | +$4.64K | ﹤0.01% | 1705 |
|
|
2015
Q4 | $18K | Buy |
620
+30
| +5% | +$871 | ﹤0.01% | 1752 |
|
|
2015
Q3 | $17K | Buy |
+590
| New | +$17K | ﹤0.01% | 1725 |
|