Family Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-38,635
| Closed | -$2.84M | – | 173 |
|
|
2020
Q2 | $2.84M | Buy |
38,635
+477
| +1% | +$35.1K | 1.16% | 25 |
|
|
2020
Q1 | $2.05M | Sell |
38,158
-1,617
| -4% | -$87K | 1.03% | 33 |
|
|
2019
Q4 | $2.77M | Buy |
39,775
+263
| +0.7% | +$18.3K | 0.96% | 35 |
|
|
2019
Q3 | $2.24M | Sell |
39,512
-348
| -0.9% | -$19.7K | 0.83% | 38 |
|
|
2019
Q2 | $2.73M | Buy |
39,860
+696
| +2% | +$47.6K | 1.07% | 32 |
|
|
2019
Q1 | $2.56M | Buy |
+39,164
| New | +$2.56M | 1.1% | 28 |
|