Maltese Capital Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,400
| Closed | -$1.53M | – | 102 |
|
|
2024
Q1 | $1.53M | Buy |
26,400
+16,400
| +164% | +$950K | 0.29% | 67 |
|
|
2023
Q4 | $495K | Sell |
10,000
-10,000
| -50% | -$495K | 0.14% | 81 |
|
|
2023
Q3 | $881K | Buy |
+20,000
| New | +$881K | 0.34% | 74 |
|
|
2020
Q3 | – | Sell |
-18,540
| Closed | -$1.36M | – | 183 |
|
|
2020
Q2 | $1.36M | Buy |
+18,540
| New | +$1.36M | 0.18% | 120 |
|