Jefferies Group’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 | $555K | Buy |
+12,500
| New | +$555K | ﹤0.01% | 627 |
|
|
2019
Q4 | – | Sell |
-3,988
| Closed | -$226K | – | 2154 |
|
|
2019
Q3 | $226K | Sell |
3,988
-10,166
| -72% | -$576K | ﹤0.01% | 1400 |
|
|
2019
Q2 | $968K | Sell |
14,154
-1,746
| -11% | -$119K | 0.01% | 721 |
|
|
2019
Q1 | $1.04M | Buy |
+15,900
| New | +$1.04M | 0.01% | 697 |
|
|
2018
Q1 | – | Sell |
-5,119
| Closed | -$255K | – | 2072 |
|
|
2017
Q4 | $255K | Buy |
+5,119
| New | +$255K | ﹤0.01% | 1361 |
|
|
2015
Q3 | – | Sell |
-1,161
| Closed | -$47K | – | 2655 |
|
|
2015
Q2 | $47K | Buy |
+1,161
| New | +$47K | ﹤0.01% | 1584 |
|