Voloridge Investment Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-362,197
| Closed | -$22.7M | – | 1427 |
|
|
2024
Q3 | $22.7M | Buy |
+362,197
| New | +$22.7M | 0.08% | 336 |
|
|
2024
Q1 | – | Sell |
-10,619
| Closed | -$526K | – | 1411 |
|
|
2023
Q4 | $526K | Buy |
+10,619
| New | +$526K | ﹤0.01% | 1026 |
|
|
2021
Q4 | – | Sell |
-12,546
| Closed | -$1.01M | – | 1971 |
|
|
2021
Q3 | $1.01M | Sell |
12,546
-28,510
| -69% | -$2.29M | 0.01% | 1284 |
|
|
2021
Q2 | $3.12M | Buy |
41,056
+9,551
| +30% | +$725K | 0.02% | 817 |
|
|
2021
Q1 | $2.28M | Buy |
31,505
+27,687
| +725% | +$2M | 0.02% | 782 |
|
|
2020
Q4 | $314K | Sell |
3,818
-9,292
| -71% | -$764K | ﹤0.01% | 1213 |
|
|
2020
Q3 | $1.01M | Buy |
+13,110
| New | +$1.01M | 0.01% | 935 |
|
|
2019
Q3 | – | Sell |
-10,163
| Closed | -$695K | – | 1304 |
|
|
2019
Q2 | $695K | Sell |
10,163
-934
| -8% | -$63.9K | 0.02% | 514 |
|
|
2019
Q1 | $726K | Buy |
+11,097
| New | +$726K | 0.02% | 573 |
|