Elkfork Partners’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 | $35K | Hold |
612
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q2 | $42K | Hold |
612
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q1 | $40K | Buy |
612
+34
| +6% | +$2.22K | ﹤0.01% | 993 |
|
|
2018
Q4 | $29K | Buy |
+578
| New | +$29K | ﹤0.01% | 965 |
|
|
2018
Q2 | – | Sell |
-9,146
| Closed | -$524K | – | 1061 |
|
|
2018
Q1 | $524K | Sell |
9,146
-27,506
| -75% | -$1.58M | 0.01% | 508 |
|
|
2017
Q4 | $1.83M | Sell |
36,652
-18,564
| -34% | -$925K | 0.05% | 262 |
|
|
2017
Q3 | $2.82M | Sell |
55,216
-6,902
| -11% | -$352K | 0.08% | 194 |
|
|
2017
Q2 | $2.46M | Sell |
62,118
-20,740
| -25% | -$821K | 0.07% | 203 |
|
|
2017
Q1 | $2.68M | Hold |
82,858
| – | – | 0.08% | 196 |
|
|
2016
Q4 | $2.92M | Buy |
+82,858
| New | +$2.92M | 0.1% | 170 |
|