MCIA
ENV

Mountain Capital Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History

Mountain Capital Investment Advisors’s Portfolio ENV Stock Details ENV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,497
Closed -$332K – 128
2021
Q2 		$332K Sell
4,497
-600
-12% -$44.3K 0.15% 113
2021
Q1 		$379K Buy
5,097
+1,101
+28% +$81.9K 0.19% 129
2020
Q4 		$338K Buy
+3,996
New +$338K 0.2% 116