PWPS
ENV

Pinnacle Wealth Planning Services’s ENVESTNET, INC. ENV Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-451
Closed -$37K – 2333
2020
Q4 		$37K Buy
+451
New +$37K 0.01% 927