Pictet Asset Management (Switzerland)’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $327K | Hold |
5,510
| – | – | ﹤0.01% | 1464 |
|
|
2023
Q1 | $323K | Hold |
5,510
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q4 | $340K | Buy |
+5,510
| New | +$340K | ﹤0.01% | 1422 |
|
|
2022
Q2 | – | Sell |
-3,680
| Closed | -$274K | – | 1727 |
|
|
2022
Q1 | $274K | Buy |
3,680
+279
| +8% | +$20.8K | ﹤0.01% | 1408 |
|
|
2021
Q4 | $270K | Sell |
3,401
-629
| -16% | -$49.9K | ﹤0.01% | 1441 |
|
|
2021
Q3 | $323K | Buy |
+4,030
| New | +$323K | ﹤0.01% | 1365 |
|