Neo Ivy 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
Q4 | – | Sell |
-17,124
| Closed | -$1.07M | – | 427 |
|
|
2024
Q3 | $1.07M | Buy |
+17,124
| New | +$1.07M | 0.35% | 116 |
|
|
2023
Q4 | – | Sell |
-22,604
| Closed | -$995K | – | 488 |
|
|
2023
Q3 | $995K | Buy |
+22,604
| New | +$995K | 0.44% | 82 |
|
|
2022
Q4 | $210K | Buy |
+3,396
| New | +$210K | 0.14% | 227 |
|
|
2021
Q3 | – | Sell |
-1,095
| Closed | -$83K | – | 700 |
|
|
2021
Q2 | $83K | Buy |
1,095
+319
| +41% | +$24.2K | 0.08% | 269 |
|
|
2021
Q1 | $56K | Buy |
+776
| New | +$56K | 0.06% | 318 |
|
|
2020
Q2 | – | Sell |
-1,726
| Closed | -$93K | – | 663 |
|
|
2020
Q1 | $93K | Buy |
+1,726
| New | +$93K | 0.15% | 233 |
|