Psagot Value Holdings’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,600
| Closed | -$289K | – | 477 |
|
|
2021
Q3 | $289K | Hold |
3,600
| – | – | 0.05% | 226 |
|
|
2021
Q2 | $273K | Buy |
+3,600
| New | +$273K | 0.01% | 273 |
|
|
2020
Q4 | – | Sell |
-3,600
| Closed | -$278K | – | 448 |
|
|
2020
Q3 | $278K | Hold |
3,600
| – | – | 0.01% | 247 |
|
|
2020
Q2 | $265K | Hold |
3,600
| – | – | 0.01% | 221 |
|
|
2020
Q1 | $194K | Hold |
3,600
| – | – | 0.01% | 223 |
|
|
2019
Q4 | $251K | Hold |
3,600
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $204K | Hold |
3,600
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $246K | Hold |
3,600
| – | – | 0.01% | 251 |
|
|
2019
Q1 | $235K | Hold |
3,600
| – | – | 0.01% | 252 |
|
|
2018
Q4 | $177K | Hold |
3,600
| – | – | 0.01% | 264 |
|
|
2018
Q3 | $219K | Hold |
3,600
| – | – | 0.01% | 207 |
|
|
2018
Q2 | $198K | Hold |
3,600
| – | – | 0.01% | 217 |
|
|
2018
Q1 | $206K | Buy |
+3,600
| New | +$206K | 0.01% | 235 |
|