United Capital Financial Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,976
| Closed | -$310K | – | 1139 |
|
|
2022
Q3 | $310K | Sell |
6,976
-1,558
| -18% | -$69.2K | ﹤0.01% | 902 |
|
|
2022
Q2 | $450K | Buy |
+8,534
| New | +$450K | ﹤0.01% | 825 |
|
|
2020
Q3 | – | Sell |
-10,510
| Closed | -$773K | – | 1247 |
|
|
2020
Q2 | $773K | Buy |
+10,510
| New | +$773K | 0.01% | 728 |
|
|
2018
Q4 | – | Sell |
-3,311
| Closed | -$202K | – | 1415 |
|
|
2018
Q3 | $202K | Sell |
3,311
-400
| -11% | -$24.4K | ﹤0.01% | 1251 |
|
|
2018
Q2 | $204K | Buy |
+3,711
| New | +$204K | ﹤0.01% | 1223 |
|
|
2018
Q1 | – | Sell |
-4,097
| Closed | -$204K | – | 1408 |
|
|
2017
Q4 | $204K | Hold |
4,097
| – | – | ﹤0.01% | 1238 |
|
|
2017
Q3 | $209K | Buy |
+4,097
| New | +$209K | ﹤0.01% | 1225 |
|