Quantinno 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,775
| Closed | -$252K | – | 681 |
|
|
2022
Q2 | $252K | Sell |
4,775
-16
| -0.3% | -$844 | 0.04% | 511 |
|
|
2022
Q1 | $357K | Hold |
4,791
| – | – | 0.05% | 398 |
|
|
2021
Q4 | $380K | Buy |
4,791
+16
| +0.3% | +$1.27K | 0.07% | 343 |
|
|
2021
Q3 | $383K | Hold |
4,775
| – | – | 0.43% | 95 |
|
|
2021
Q2 | $362K | Sell |
4,775
-1,096
| -19% | -$83.1K | 0.41% | 110 |
|
|
2021
Q1 | $424K | Hold |
5,871
| – | – | 0.46% | 80 |
|
|
2020
Q4 | $483K | Hold |
5,871
| – | – | 0.37% | 87 |
|
|
2020
Q3 | $453K | Sell |
5,871
-1,348
| -19% | -$104K | 0.3% | 143 |
|
|
2020
Q2 | $531K | Buy |
+7,219
| New | +$531K | 0.52% | 20 |
|