HM Payson & Co’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-500
| Closed | -$38K | – | 1159 |
|
|
2021
Q2 | $38K | Sell |
500
-8,775
| -95% | -$667K | ﹤0.01% | 639 |
|
|
2021
Q1 | $670K | Buy |
9,275
+200
| +2% | +$14.4K | 0.02% | 244 |
|
|
2020
Q4 | $747K | Buy |
9,075
+4,700
| +107% | +$387K | 0.02% | 232 |
|
|
2020
Q3 | $338K | Buy |
4,375
+475
| +12% | +$36.7K | 0.01% | 294 |
|
|
2020
Q2 | $287K | Buy |
3,900
+3,500
| +875% | +$258K | 0.01% | 293 |
|
|
2020
Q1 | $22K | Buy |
+400
| New | +$22K | ﹤0.01% | 629 |
|