Ergoteles’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,237
| Closed | -$1.06M | – | 2029 |
|
|
2022
Q4 | $1.06M | Buy |
+17,237
| New | +$1.06M | 0.04% | 446 |
|
|
2022
Q3 | – | Sell |
-20,450
| Closed | -$1.08M | – | 2265 |
|
|
2022
Q2 | $1.08M | Buy |
20,450
+9,501
| +87% | +$501K | 0.03% | 518 |
|
|
2022
Q1 | $815K | Buy |
10,949
+7,909
| +260% | +$589K | 0.03% | 497 |
|
|
2021
Q4 | $241K | Buy |
+3,040
| New | +$241K | 0.01% | 942 |
|
|
2020
Q4 | – | Sell |
-3,800
| Closed | -$293K | – | 1012 |
|
|
2020
Q3 | $293K | Buy |
+3,800
| New | +$293K | 0.04% | 355 |
|