Private Advisor Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,595
| Closed | -$206K | – | 2304 |
|
|
2021
Q4 | $206K | Sell |
2,595
-75
| -3% | -$5.95K | ﹤0.01% | 1913 |
|
|
2021
Q3 | $214K | Hold |
2,670
| – | – | ﹤0.01% | 1841 |
|
|
2021
Q2 | $203K | Buy |
+2,670
| New | +$203K | ﹤0.01% | 1820 |
|
|
2021
Q1 | – | Sell |
-2,655
| Closed | -$218K | – | 1972 |
|
|
2020
Q4 | $218K | Buy |
2,655
+53
| +2% | +$4.35K | ﹤0.01% | 1592 |
|
|
2020
Q3 | $201K | Hold |
2,602
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q2 | $191K | Buy |
+2,602
| New | +$191K | ﹤0.01% | 1385 |
|
|
2019
Q3 | – | Sell |
-5,040
| Closed | -$344K | – | 1819 |
|
|
2019
Q2 | $344K | Buy |
+5,040
| New | +$344K | 0.01% | 1214 |
|