Financial Consulate’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 |
-52,613
| Closed | -$3.6M | – | 109 |
|
|
2019
Q2 | $3.6M | Sell |
52,613
-2,341
| -4% | -$160K | 1.62% | 11 |
|
|
2019
Q1 | $3.59M | Sell |
54,954
-1,767
| -3% | -$116K | 1.64% | 12 |
|
|
2018
Q4 | $2.79M | Sell |
56,721
-3,949
| -7% | -$194K | 1.67% | 15 |
|
|
2018
Q3 | $3.7M | Sell |
60,670
-949
| -2% | -$57.8K | 2.1% | 11 |
|
|
2018
Q2 | $3.39M | Sell |
61,619
-2,797
| -4% | -$154K | 1.71% | 12 |
|
|
2018
Q1 | $3.69M | Sell |
64,416
-459
| -0.7% | -$26.3K | 1.95% | 10 |
|
|
2017
Q4 | $3.23M | Buy |
64,875
+2,325
| +4% | +$116K | 1.65% | 14 |
|
|
2017
Q3 | $3.19M | Buy |
62,550
+2,774
| +5% | +$141K | 1.74% | 12 |
|
|
2017
Q2 | $2.37M | Buy |
+59,776
| New | +$2.37M | 1.39% | 14 |
|