Sawgrass Asset Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-20,045
| Closed | -$1.37M | – | 169 |
|
|
2019
Q2 | $1.37M | Sell |
20,045
-13,090
| -40% | -$895K | 0.06% | 96 |
|
|
2019
Q1 | $2.17M | Sell |
33,135
-3,115
| -9% | -$204K | 0.1% | 73 |
|
|
2018
Q4 | $1.78M | Buy |
36,250
+4,950
| +16% | +$243K | 0.09% | 83 |
|
|
2018
Q3 | $1.91M | Buy |
31,300
+20,935
| +202% | +$1.28M | 0.08% | 93 |
|
|
2018
Q2 | $570K | Buy |
+10,365
| New | +$570K | 0.03% | 155 |
|