McKinley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-989
| Closed | -$65K | – | 308 |
|
|
2019
Q1 | $65K | Hold |
989
| – | – | ﹤0.01% | 210 |
|
|
2018
Q4 | $49K | Sell |
989
-1,117
| -53% | -$55.3K | ﹤0.01% | 232 |
|
|
2018
Q3 | $128K | Sell |
2,106
-172
| -8% | -$10.5K | 0.01% | 240 |
|
|
2018
Q2 | $125K | Buy |
2,278
+194
| +9% | +$10.6K | 0.01% | 252 |
|
|
2018
Q1 | $119K | Buy |
+2,084
| New | +$119K | 0.01% | 252 |
|
|
2017
Q2 | – | Sell |
-530
| Closed | -$17K | – | 640 |
|
|
2017
Q1 | $17K | Sell |
530
-830
| -61% | -$26.6K | ﹤0.01% | 445 |
|
|
2016
Q4 | $48K | Buy |
+1,360
| New | +$48K | ﹤0.01% | 419 |
|