Ladenburg Thalmann Financial Services’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $67K | Buy |
967
+160
| +20% | +$11.1K | ﹤0.01% | 3326 |
|
|
2019
Q3 | $46K | Buy |
807
+4
| +0.5% | +$228 | ﹤0.01% | 3517 |
|
|
2019
Q2 | $55K | Buy |
803
+54
| +7% | +$3.7K | ﹤0.01% | 3399 |
|
|
2019
Q1 | $49K | Sell |
749
-112
| -13% | -$7.33K | ﹤0.01% | 3420 |
|
|
2018
Q4 | $42K | Buy |
861
+426
| +98% | +$20.8K | ﹤0.01% | 3392 |
|
|
2018
Q3 | $27K | Buy |
435
+44
| +11% | +$2.73K | ﹤0.01% | 3731 |
|
|
2018
Q2 | $22K | Hold |
391
| – | – | ﹤0.01% | 3793 |
|
|
2018
Q1 | $22K | Buy |
391
+282
| +259% | +$15.9K | ﹤0.01% | 3793 |
|
|
2017
Q4 | $6K | Buy |
109
+38
| +54% | +$2.09K | ﹤0.01% | 4490 |
|
|
2017
Q3 | $4K | Buy |
71
+44
| +163% | +$2.48K | ﹤0.01% | 4544 |
|
|
2017
Q2 | $1K | Sell |
27
-2
| -7% | -$74 | ﹤0.01% | 4851 |
|
|
2017
Q1 | $1K | Sell |
29
-78
| -73% | -$2.69K | ﹤0.01% | 4825 |
|
|
2016
Q4 | $4K | Buy |
107
+22
| +26% | +$822 | ﹤0.01% | 4389 |
|
|
2016
Q3 | $3K | Sell |
85
-655
| -89% | -$23.1K | ﹤0.01% | 4433 |
|
|
2016
Q2 | $25K | Hold |
740
| – | – | ﹤0.01% | 3214 |
|
|
2016
Q1 | $20K | Buy |
+740
| New | +$20K | ﹤0.01% | 3275 |
|
|
2015
Q3 | – | Sell |
-73
| Closed | -$3K | – | 4994 |
|
|
2015
Q2 | $3K | Sell |
73
-39
| -35% | -$1.6K | ﹤0.01% | 4312 |
|
|
2015
Q1 | $6K | Hold |
112
| – | – | ﹤0.01% | 3946 |
|
|
2014
Q4 | $6K | Buy |
112
+68
| +155% | +$3.64K | ﹤0.01% | 3712 |
|
|
2014
Q3 | $2K | Sell |
44
-21
| -32% | -$955 | ﹤0.01% | 3760 |
|
|
2014
Q2 | $3K | Sell |
65
-82
| -56% | -$3.79K | ﹤0.01% | 3608 |
|
|
2014
Q1 | $6K | Hold |
147
| – | – | ﹤0.01% | 3242 |
|
|
2013
Q4 | $6K | Buy |
147
+21
| +17% | +$857 | ﹤0.01% | 3232 |
|
|
2013
Q3 | $5K | Buy |
+126
| New | +$5K | ﹤0.01% | 3249 |
|