SSWM
ENV

Sheets Smith Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Sheets Smith Wealth Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,839
Closed -$539K – 353
2018
Q3 		$539K Buy
+8,839
New +$539K 0.11% 205