IronBridge Private Wealth’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 | – | Sell |
-184
| Closed | -$15K | – | 323 |
|
|
2021
Q4 | $15K | Hold |
184
| – | – | 0.01% | 157 |
|
|
2021
Q3 | $15K | Hold |
184
| – | – | 0.01% | 120 |
|
|
2021
Q2 | $14K | Buy |
184
+33
| +22% | +$2.51K | 0.01% | 130 |
|
|
2021
Q1 | $11K | Buy |
151
+39
| +35% | +$2.84K | 0.01% | 148 |
|
|
2020
Q4 | $9K | Buy |
+112
| New | +$9K | 0.01% | 151 |
|