Pathstone Family Office’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,071
| Closed | -$373K | – | 1512 |
|
|
2022
Q2 | $373K | Buy |
7,071
+297
| +4% | +$15.7K | 0.01% | 694 |
|
|
2022
Q1 | $504K | Buy |
6,774
+787
| +13% | +$58.6K | 0.01% | 544 |
|
|
2021
Q4 | $475K | Sell |
5,987
-4
| -0.1% | -$317 | 0.01% | 574 |
|
|
2021
Q3 | $480K | Buy |
5,991
+351
| +6% | +$28.1K | 0.01% | 530 |
|
|
2021
Q2 | $428K | Buy |
5,640
+1,873
| +50% | +$142K | 0.01% | 527 |
|
|
2021
Q1 | $272K | Buy |
+3,767
| New | +$272K | 0.01% | 515 |
|