Frontier Wealth Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,250
| Closed | -$262K | – | 434 |
|
|
2022
Q1 | $262K | Sell |
3,250
-2,000
| -38% | -$161K | ﹤0.01% | 331 |
|
|
2021
Q4 | $417K | Sell |
5,250
-100
| -2% | -$7.94K | 0.03% | 287 |
|
|
2021
Q3 | $429K | Hold |
5,350
| – | – | 0.03% | 281 |
|
|
2021
Q2 | $406K | Hold |
5,350
| – | – | 0.03% | 289 |
|
|
2021
Q1 | $386K | Buy |
5,350
+400
| +8% | +$28.9K | 0.03% | 275 |
|
|
2020
Q4 | $407K | Buy |
+4,950
| New | +$407K | 0.03% | 258 |
|