Turner Investments’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,500
| Closed | -$230K | – | 84 |
|
|
2017
Q3 | $230K | Buy |
+4,500
| New | +$230K | 1.04% | 43 |
|
|
2015
Q2 | – | Sell |
-18,500
| Closed | -$1.04M | – | 478 |
|
|
2015
Q1 | $1.04M | Buy |
18,500
+1,750
| +10% | +$98.1K | 0.19% | 151 |
|
|
2014
Q4 | $823K | Sell |
16,750
-102,070
| -86% | -$5.02M | 0.1% | 298 |
|
|
2014
Q3 | $5.35M | Buy |
118,820
+71,320
| +150% | +$3.21M | 0.32% | 91 |
|
|
2014
Q2 | $2.32M | Buy |
+47,500
| New | +$2.32M | 0.1% | 256 |
|