Fieldpoint Private Securities’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,336
| Closed | -$110K | – | 1687 |
|
|
2020
Q4 | $110K | Buy |
+1,336
| New | +$110K | 0.03% | 392 |
|
|
2020
Q2 | – | Sell |
-4,056
| Closed | -$218K | – | 303 |
|
|
2020
Q1 | $218K | Sell |
4,056
-39
| -1% | -$2.1K | 0.08% | 219 |
|
|
2019
Q4 | $285K | Buy |
4,095
+2,552
| +165% | +$178K | 0.08% | 214 |
|
|
2019
Q3 | $87K | Sell |
1,543
-129
| -8% | -$7.27K | 0.03% | 315 |
|
|
2019
Q2 | $114K | Buy |
+1,672
| New | +$114K | 0.04% | 306 |
|