IndexIQ Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $410K | Buy |
+5,510
| New | +$410K | 0.01% | 545 |
|
|
2020
Q1 | – | Sell |
-12,404
| Closed | -$864K | – | 1196 |
|
|
2019
Q4 | $864K | Sell |
12,404
-3,937
| -24% | -$274K | 0.03% | 333 |
|
|
2019
Q3 | $927K | Sell |
16,341
-3,062
| -16% | -$174K | 0.03% | 384 |
|
|
2019
Q2 | $1.33M | Sell |
19,403
-5,027
| -21% | -$344K | 0.04% | 291 |
|
|
2019
Q1 | $1.6M | Buy |
+24,430
| New | +$1.6M | 0.05% | 234 |
|