TwinBeech Capital’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,915
| Closed | -$664K | – | 787 |
|
|
2022
Q1 | $664K | Sell |
8,915
-24,782
| -74% | -$1.85M | 0.03% | 374 |
|
|
2021
Q4 | $2.67M | Buy |
+33,697
| New | +$2.67M | 0.15% | 183 |
|
|
2021
Q1 | – | Sell |
-8,603
| Closed | -$708K | – | 732 |
|
|
2020
Q4 | $708K | Sell |
8,603
-743
| -8% | -$61.1K | 0.11% | 223 |
|
|
2020
Q3 | $721K | Buy |
9,346
+4,504
| +93% | +$347K | 0.16% | 201 |
|
|
2020
Q2 | $356K | Buy |
+4,842
| New | +$356K | 0.08% | 279 |
|