KeyBank National Association’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,199
| Closed | -$239K | – | 1157 |
|
|
2022
Q1 | $239K | Buy |
3,199
+310
| +11% | +$23.2K | ﹤0.01% | 982 |
|
|
2021
Q4 | $229K | Sell |
2,889
-373
| -11% | -$29.6K | ﹤0.01% | 1014 |
|
|
2021
Q3 | $262K | Sell |
3,262
-11
| -0.3% | -$884 | ﹤0.01% | 976 |
|
|
2021
Q2 | $248K | Buy |
3,273
+5
| +0.2% | +$379 | ﹤0.01% | 993 |
|
|
2021
Q1 | $236K | Sell |
3,268
-144
| -4% | -$10.4K | ﹤0.01% | 996 |
|
|
2020
Q4 | $281K | Sell |
3,412
-75
| -2% | -$6.18K | ﹤0.01% | 916 |
|
|
2020
Q3 | $269K | Buy |
3,487
+19
| +0.5% | +$1.47K | ﹤0.01% | 865 |
|
|
2020
Q2 | $255K | Sell |
3,468
-882
| -20% | -$64.9K | ﹤0.01% | 845 |
|
|
2020
Q1 | $234K | Buy |
4,350
+227
| +6% | +$12.2K | ﹤0.01% | 825 |
|
|
2019
Q4 | $287K | Sell |
4,123
-115
| -3% | -$8.01K | ﹤0.01% | 876 |
|
|
2019
Q3 | $240K | Sell |
4,238
-135
| -3% | -$7.65K | ﹤0.01% | 890 |
|
|
2019
Q2 | $299K | Buy |
4,373
+166
| +4% | +$11.4K | ﹤0.01% | 867 |
|
|
2019
Q1 | $275K | Buy |
+4,207
| New | +$275K | ﹤0.01% | 850 |
|
|
2018
Q4 | – | Sell |
-4,296
| Closed | -$262K | – | 1096 |
|
|
2018
Q3 | $262K | Hold |
4,296
| – | – | ﹤0.01% | 938 |
|
|
2018
Q2 | $236K | Buy |
+4,296
| New | +$236K | ﹤0.01% | 940 |
|