Ogorek Anthony Joseph’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-369
| Closed | -$25K | – | 235 |
|
|
2019
Q4 | $25K | Hold |
369
| – | – | 0.01% | 72 |
|
|
2019
Q3 | $20K | Hold |
369
| – | – | 0.01% | 70 |
|
|
2019
Q2 | $25K | Hold |
369
| – | – | 0.02% | 59 |
|
|
2019
Q1 | $24K | Hold |
369
| – | – | 0.02% | 54 |
|
|
2018
Q4 | $18K | Hold |
369
| – | – | 0.01% | 63 |
|
|
2018
Q3 | $22K | Hold |
369
| – | – | 0.02% | 57 |
|
|
2018
Q2 | $20K | Hold |
369
| – | – | 0.02% | 52 |
|
|
2018
Q1 | $21K | Buy |
+369
| New | +$21K | 0.02% | 46 |
|