J.P. Morgan Private Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,313
| Closed | -$239K | – | 1963 |
|
|
2021
Q1 | $239K | Sell |
3,313
-2,184
| -40% | -$158K | ﹤0.01% | 1614 |
|
|
2020
Q4 | $452K | Sell |
5,497
-130
| -2% | -$10.7K | ﹤0.01% | 1324 |
|
|
2020
Q3 | $434K | Buy |
5,627
+63
| +1% | +$4.86K | ﹤0.01% | 1212 |
|
|
2020
Q2 | $409K | Buy |
+5,564
| New | +$409K | ﹤0.01% | 1189 |
|
|
2019
Q2 | – | Sell |
-3,461
| Closed | -$226K | – | 1506 |
|
|
2019
Q1 | $226K | Buy |
+3,461
| New | +$226K | ﹤0.01% | 1334 |
|
|
2018
Q4 | – | Sell |
-3,431
| Closed | -$209K | – | 1655 |
|
|
2018
Q3 | $209K | Buy |
+3,431
| New | +$209K | ﹤0.01% | 1458 |
|
|
2018
Q2 | – | Sell |
-3,597
| Closed | -$206K | – | 1563 |
|
|
2018
Q1 | $206K | Buy |
+3,597
| New | +$206K | ﹤0.01% | 1180 |
|
|
2017
Q4 | – | Sell |
-4,013
| Closed | -$204K | – | 1348 |
|
|
2017
Q3 | $204K | Buy |
+4,013
| New | +$204K | ﹤0.01% | 1150 |
|
|
2016
Q2 | – | Sell |
-12,941
| Closed | -$352K | – | 1377 |
|
|
2016
Q1 | $352K | Buy |
12,941
+6,126
| +90% | +$167K | ﹤0.01% | 883 |
|
|
2015
Q4 | $204K | Buy |
+6,815
| New | +$204K | ﹤0.01% | 1011 |
|
|
2015
Q2 | – | Sell |
-6,428
| Closed | -$360K | – | 1205 |
|
|
2015
Q1 | $360K | Buy |
+6,428
| New | +$360K | ﹤0.01% | 827 |
|
|
2014
Q4 | – | Sell |
-4,702
| Closed | -$212K | – | 1181 |
|
|
2014
Q3 | $212K | Buy |
+4,702
| New | +$212K | ﹤0.01% | 968 |
|