M Holdings Securities’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,144
| Closed | -$746K | – | 178 |
|
|
2020
Q2 | $746K | Hold |
10,144
| – | – | 0.13% | 129 |
|
|
2020
Q1 | $546K | Sell |
10,144
-200
| -2% | -$10.8K | 0.08% | 182 |
|
|
2019
Q4 | $720K | Hold |
10,344
| – | – | 0.21% | 115 |
|
|
2019
Q3 | $587K | Hold |
10,344
| – | – | 0.18% | 125 |
|
|
2019
Q2 | $707K | Buy |
10,344
+200
| +2% | +$13.7K | 0.24% | 113 |
|
|
2019
Q1 | $663K | Buy |
+10,144
| New | +$663K | 0.15% | 161 |
|