Jupiter Asset Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-132,256
| Closed | -$7.07M | – | 280 |
|
|
2020
Q1 | $7.07M | Buy |
+132,256
| New | +$7.07M | 0.31% | 94 |
|
|
2018
Q4 | – | Sell |
-34,950
| Closed | -$2.13M | – | 264 |
|
|
2018
Q3 | $2.13M | Buy |
34,950
+17,790
| +104% | +$1.08M | 0.06% | 206 |
|
|
2018
Q2 | $943K | Sell |
17,160
-20,774
| -55% | -$1.14M | 0.03% | 226 |
|
|
2018
Q1 | $2.17M | Buy |
37,934
+17,122
| +82% | +$981K | 0.07% | 199 |
|
|
2017
Q4 | $1.04M | Buy |
+20,812
| New | +$1.04M | 0.03% | 214 |
|