JOYN Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-349
| Closed | -$17K | – | 1790 |
|
|
2018
Q4 | $17K | Sell |
349
-271
| -44% | -$13.2K | ﹤0.01% | 752 |
|
|
2018
Q3 | $38K | Sell |
620
-212
| -25% | -$13K | 0.01% | 473 |
|
|
2018
Q2 | $46K | Sell |
832
-332
| -29% | -$18.4K | 0.01% | 423 |
|
|
2018
Q1 | $67K | Buy |
+1,164
| New | +$67K | 0.01% | 387 |
|