HIM
ENV

Herald Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Herald Investment Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,500
Closed -$591K – 96
2019
Q4 		$591K Hold
8,500
– – 0.15% 80
2019
Q3 		$481K Buy
+8,500
New +$481K 0.14% 78