Pittenger & Anderson Inc’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,475
| Closed | -$112K | – | 455 |
|
|
2021
Q2 | $112K | Hold |
1,475
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $107K | Hold |
1,475
| – | – | 0.01% | 231 |
|
|
2020
Q4 | $121K | Hold |
1,475
| – | – | 0.01% | 223 |
|
|
2020
Q3 | $114K | Hold |
1,475
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $108K | Buy |
1,475
+100
| +7% | +$7.32K | 0.01% | 219 |
|
|
2020
Q1 | $74K | Hold |
1,375
| – | – | 0.01% | 228 |
|
|
2019
Q4 | $96K | Hold |
1,375
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $78K | Hold |
1,375
| – | – | 0.01% | 252 |
|
|
2019
Q2 | $94K | Hold |
1,375
| – | – | 0.01% | 238 |
|
|
2019
Q1 | $90K | Buy |
1,375
+375
| +38% | +$24.5K | 0.01% | 237 |
|
|
2018
Q4 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 255 |
|
|
2018
Q3 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 257 |
|
|
2018
Q2 | $55K | Hold |
1,000
| – | – | ﹤0.01% | 259 |
|
|
2018
Q1 | $57K | Buy |
+1,000
| New | +$57K | 0.01% | 262 |
|