Regatta Capital Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,216
| Closed | -$1.06M | – | 185 |
|
|
2023
Q1 | $1.06M | Hold |
17,216
| – | – | 0.38% | 67 |
|
|
2022
Q4 | $1.06M | Sell |
17,216
-1,600
| -9% | -$98.7K | 0.38% | 67 |
|
|
2022
Q3 | $993K | Hold |
18,816
| – | – | 0.41% | 67 |
|
|
2022
Q2 | $993K | Buy |
18,816
+491
| +3% | +$25.9K | 0.47% | 58 |
|
|
2022
Q1 | $1.36M | Buy |
18,325
+2
| +0% | +$149 | 0.47% | 53 |
|
|
2021
Q4 | $1.45M | Buy |
+18,323
| New | +$1.45M | 0.51% | 49 |
|