RWA
ENV

Roberts Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

Roberts Wealth Advisors’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-19,301
Closed -$1.43M – 92
2022
Q1 		$1.43M Buy
19,301
+725
+4% +$53.9K 0.56% 53
2021
Q4 		$1.5M Buy
18,576
+470
+3% +$37.9K 0.54% 56
2021
Q3 		$1.45M Buy
+18,106
New +$1.45M 0.58% 52