Secor Capital Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-61,671
| Closed | -$3.07M | – | 666 |
|
|
2017
Q4 | $3.07M | Buy |
+61,671
| New | +$3.07M | 0.12% | 122 |
|
|
2015
Q1 | – | Sell |
-9,786
| Closed | -$481K | – | 632 |
|
|
2014
Q4 | $481K | Buy |
9,786
+3,512
| +56% | +$173K | 0.2% | 190 |
|
|
2014
Q3 | $282K | Buy |
+6,274
| New | +$282K | 0.16% | 227 |
|
|
2014
Q1 | – | Sell |
-14,069
| Closed | -$567K | – | 477 |
|
|
2013
Q4 | $567K | Buy |
+14,069
| New | +$567K | 0.23% | 185 |
|