LWCFA
ENV

Loring Wolcott & Coolidge Fiduciary Advisors’s ENVESTNET, INC. ENV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-89
Closed -$7K – 789
2020
Q4 		$7K Buy
+89
New +$7K ﹤0.01% 659