IWP
ENV

Icon Wealth Partners’s ENVESTNET, INC. ENV Stock Holding History

Icon Wealth Partners’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-293
Closed -$19K – 917
2019
Q1 		$19K Buy
+293
New +$19K 0.01% 575
2018
Q3 		– Sell
-145
Closed -$8K – 842
2018
Q2 		$8K Buy
+145
New +$8K ﹤0.01% 723