EAM Investors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,860
| Closed | -$1.02M | – | 336 |
|
|
2019
Q2 | $1.02M | Sell |
14,860
-12,773
| -46% | -$873K | 0.25% | 190 |
|
|
2019
Q1 | $1.81M | Buy |
+27,633
| New | +$1.81M | 0.44% | 79 |
|
|
2018
Q2 | – | Sell |
-45,977
| Closed | -$2.63M | – | 413 |
|
|
2018
Q1 | $2.63M | Sell |
45,977
-3,773
| -8% | -$216K | 0.44% | 116 |
|
|
2017
Q4 | $2.48M | Sell |
49,750
-640
| -1% | -$31.9K | 0.44% | 87 |
|
|
2017
Q3 | $2.57M | Buy |
+50,390
| New | +$2.57M | 0.34% | 100 |
|
|
2016
Q3 | – | Sell |
-73,172
| Closed | -$2.44M | – | 416 |
|
|
2016
Q2 | $2.44M | Buy |
+73,172
| New | +$2.44M | 0.37% | 147 |
|
|
2014
Q2 | – | Sell |
-28,466
| Closed | -$1.14M | – | 432 |
|
|
2014
Q1 | $1.14M | Sell |
28,466
-4,804
| -14% | -$193K | 0.21% | 274 |
|
|
2013
Q4 | $1.34M | Sell |
33,270
-11,696
| -26% | -$471K | 0.24% | 209 |
|
|
2013
Q3 | $1.39M | Sell |
44,966
-5,708
| -11% | -$177K | 0.28% | 135 |
|
|
2013
Q2 | $1.25M | Buy |
+50,674
| New | +$1.25M | 0.27% | 136 |
|