FourThought Financial’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $94K | Buy |
2,111
+718
| +52% | +$32K | 0.01% | 448 |
|
2022
Q2 | $74K | Buy |
1,393
+13
| +0.9% | +$691 | 0.01% | 511 |
|
2022
Q1 | $103K | Sell |
1,380
-22
| -2% | -$1.64K | 0.01% | 473 |
|
2021
Q4 | $111K | Sell |
1,402
-1,750
| -56% | -$139K | 0.01% | 460 |
|
2021
Q3 | $252K | Buy |
3,152
+30
| +1% | +$2.4K | 0.03% | 302 |
|
2021
Q2 | $236K | Sell |
3,122
-607
| -16% | -$45.9K | 0.03% | 323 |
|
2021
Q1 | $269K | Sell |
3,729
-1,251
| -25% | -$90.2K | 0.04% | 301 |
|
2020
Q4 | $409K | Buy |
+4,980
| New | +$409K | 0.07% | 229 |
|