TRUE Private Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-400
| Closed | -$32K | – | 773 |
|
|
2020
Q4 | $32K | Hold |
400
| – | – | 0.01% | 402 |
|
|
2020
Q3 | $30K | Hold |
400
| – | – | 0.01% | 388 |
|
|
2020
Q2 | $29K | Hold |
400
| – | – | 0.01% | 380 |
|
|
2020
Q1 | $21K | Hold |
400
| – | – | ﹤0.01% | 381 |
|
|
2019
Q4 | $27K | Buy |
+400
| New | +$27K | ﹤0.01% | 444 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$27K | – | 824 |
|
|
2019
Q2 | $27K | Buy |
+400
| New | +$27K | ﹤0.01% | 415 |
|
|
2018
Q4 | – | Sell |
-2,778
| Closed | -$169K | – | 1082 |
|
|
2018
Q3 | $169K | Buy |
+2,778
| New | +$169K | 0.02% | 283 |
|