Tarbox Family Office’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11
| Closed | -$1K | – | 1255 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1139 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1099 |
|