Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20
| Closed | -$1K | – | 2234 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1938 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1726 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1602 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1525 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1529 |
|
|
2018
Q4 | $1K | Sell |
20
-1
| -5% | -$50 | ﹤0.01% | 1452 |
|
|
2018
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1754 |
|
|
2018
Q2 | $1K | Sell |
21
-22
| -51% | -$1.05K | ﹤0.01% | 1589 |
|
|
2018
Q1 | $2K | Buy |
43
+23
| +115% | +$1.07K | ﹤0.01% | 1387 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1167 |
|