Inspire Investing’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,040
| Closed | -$213K | – | 864 |
|
|
2022
Q2 | $213K | Buy |
4,040
+926
| +30% | +$48.8K | 0.03% | 469 |
|
|
2022
Q1 | $232K | Sell |
3,114
-10
| -0.3% | -$745 | 0.03% | 778 |
|
|
2021
Q4 | $248K | Buy |
3,124
+154
| +5% | +$12.2K | 0.03% | 630 |
|
|
2021
Q3 | $238K | Sell |
2,970
-2,574
| -46% | -$206K | 0.03% | 447 |
|
|
2021
Q2 | $421K | Buy |
5,544
+168
| +3% | +$12.8K | 0.06% | 417 |
|
|
2021
Q1 | $388K | Buy |
5,376
+726
| +16% | +$52.4K | 0.06% | 425 |
|
|
2020
Q4 | $383K | Buy |
+4,650
| New | +$383K | 0.08% | 314 |
|
|
2018
Q1 | – | Sell |
-1,116
| Closed | -$56K | – | 932 |
|
|
2017
Q4 | $56K | Buy |
+1,116
| New | +$56K | 0.05% | 605 |
|