Quantamental Technologies’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,187
| Closed | -$308K | – | 623 |
|
|
2023
Q2 | $308K | Buy |
5,187
+317
| +7% | +$18.8K | 0.13% | 278 |
|
|
2023
Q1 | $286K | Buy |
+4,870
| New | +$286K | 0.15% | 246 |
|
|
2019
Q3 | – | Sell |
-1,627
| Closed | -$111K | – | 2012 |
|
|
2019
Q2 | $111K | Sell |
1,627
-2,599
| -62% | -$177K | 0.04% | 635 |
|
|
2019
Q1 | $276K | Buy |
4,226
+4,200
| +16,154% | +$274K | 0.13% | 264 |
|
|
2018
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1305 |
|