KWM
ENV
Keebeck Wealth Management’s ENVESTNET, INC. ENV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,115
| Closed | -$232K | – | 265 |
|
|
2022
Q1 | $232K | Sell |
3,115
-35
| -1% | -$2.61K | 0.04% | 221 |
|
|
2021
Q4 | $250K | Sell |
3,150
-600
| -16% | -$47.6K | 0.04% | 197 |
|
|
2021
Q3 | $301K | Hold |
3,750
| – | – | 0.06% | 180 |
|
|
2021
Q2 | $284K | Sell |
3,750
-265
| -7% | -$20.1K | 0.04% | 208 |
|
|
2021
Q1 | $290K | Sell |
4,015
-200
| -5% | -$14.4K | 0.05% | 202 |
|
|
2020
Q4 | $347K | Hold |
4,215
| – | – | 0.06% | 167 |
|
|
2020
Q3 | $325K | Hold |
4,215
| – | – | 0.07% | 155 |
|
|
2020
Q2 | $309K | Sell |
4,215
-18,970
| -82% | -$1.39M | 0.1% | 139 |
|
|
2020
Q1 | $1.25M | Buy |
23,185
+22,500
| +3,285% | +$1.21M | 0.52% | 44 |
|
|
2019
Q4 | $47K | Buy |
+685
| New | +$47K | 0.01% | 221 |
|