Lee Financial’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-105
| Closed | -$8K | – | 708 |
|
|
2021
Q1 | $8K | Hold |
105
| – | – | ﹤0.01% | 414 |
|
|
2020
Q4 | $9K | Hold |
105
| – | – | ﹤0.01% | 392 |
|
|
2020
Q3 | $8K | Hold |
105
| – | – | ﹤0.01% | 430 |
|
|
2020
Q2 | $8K | Buy |
105
+10
| +11% | +$762 | ﹤0.01% | 405 |
|
|
2020
Q1 | $5K | Sell |
95
-55
| -37% | -$2.9K | ﹤0.01% | 389 |
|
|
2019
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 357 |
|
|
2019
Q3 | $9K | Buy |
150
+30
| +25% | +$1.8K | ﹤0.01% | 370 |
|
|
2019
Q2 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 398 |
|