Renaissance Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,109
| Closed | -$1.02M | – | 296 |
|
|
2021
Q1 | $1.02M | Buy |
+14,109
| New | +$1.02M | 0.04% | 161 |
|
|
2020
Q1 | – | Sell |
-8,787
| Closed | -$612K | – | 303 |
|
|
2019
Q4 | $612K | Buy |
8,787
+236
| +3% | +$16.4K | 0.03% | 226 |
|
|
2019
Q3 | $485K | Buy |
8,551
+93
| +1% | +$5.28K | 0.02% | 202 |
|
|
2019
Q2 | $578K | Buy |
8,458
+60
| +0.7% | +$4.1K | 0.02% | 183 |
|
|
2019
Q1 | $549K | Buy |
8,398
+177
| +2% | +$11.6K | 0.02% | 192 |
|
|
2018
Q4 | $404K | Buy |
8,221
+2,147
| +35% | +$106K | 0.02% | 222 |
|
|
2018
Q3 | $370K | Buy |
+6,074
| New | +$370K | 0.01% | 245 |
|
|
2015
Q4 | – | Sell |
-10,318
| Closed | -$309K | – | 316 |
|
|
2015
Q3 | $309K | Buy |
+10,318
| New | +$309K | 0.01% | 191 |
|