Polen Capital Management’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 |
-63,384
| Closed | -$4.81M | – | 94 |
|
|
2021
Q2 | $4.81M | Sell |
63,384
-18,222
| -22% | -$1.38M | 0.01% | 63 |
|
|
2021
Q1 | $5.89M | Buy |
81,606
+13,623
| +20% | +$984K | 0.01% | 60 |
|
|
2020
Q4 | $5.59M | Buy |
67,983
+12,111
| +22% | +$997K | 0.01% | 58 |
|
|
2020
Q3 | $4.31M | Buy |
55,872
+11,678
| +26% | +$901K | 0.01% | 54 |
|
|
2020
Q2 | $3.25M | Buy |
44,194
+21,879
| +98% | +$1.61M | 0.01% | 49 |
|
|
2020
Q1 | $1.2M | Buy |
22,315
+10,239
| +85% | +$551K | 0.01% | 49 |
|
|
2019
Q4 | $841K | Buy |
+12,076
| New | +$841K | ﹤0.01% | 57 |
|