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Roundview Capital’s ENVESTNET, INC. ENV Stock Holding History

Roundview Capital’s Portfolio ENV Stock Details ENV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
2022
Q3 		$221K Sell
2022
Q2 		$513K Sell
2022
Q1 		$733K Sell
2021
Q4 		$786K Buy
2019
Q4 		– Sell
2019
Q3 		$417K Sell
2019
Q2 		$518K Buy
2019
Q1 		$376K Buy