First Personal Financial Services’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 |
-82
| Closed | -$6K | – | 829 |
|
|
2019
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 586 |
|
|
2019
Q1 | $5K | Hold |
82
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $4K | Hold |
82
| – | – | ﹤0.01% | 600 |
|
|
2018
Q3 | $5K | Buy |
82
+33
| +67% | +$2.01K | ﹤0.01% | 618 |
|
|
2018
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 628 |
|
|
2018
Q1 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 981 |
|
|
2017
Q1 | – | Sell |
-659
| Closed | -$23K | – | 974 |
|
|
2016
Q4 | $23K | Buy |
+659
| New | +$23K | 0.01% | 535 |
|