Wealthspire Advisors (Maryland)’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-396
| Closed | -$26K | – | 2592 |
|
|
2019
Q1 | $26K | Hold |
396
| – | – | ﹤0.01% | 1181 |
|
|
2018
Q4 | $19K | Hold |
396
| – | – | ﹤0.01% | 1233 |
|
|
2018
Q3 | $24K | Buy |
396
+51
| +15% | +$3.09K | ﹤0.01% | 1241 |
|
|
2018
Q2 | $19K | Buy |
345
+85
| +33% | +$4.68K | ﹤0.01% | 1341 |
|
|
2018
Q1 | $15K | Hold |
260
| – | – | ﹤0.01% | 1422 |
|
|
2017
Q4 | $13K | Hold |
260
| – | – | ﹤0.01% | 1506 |
|
|
2017
Q3 | $13K | Buy |
260
+15
| +6% | +$750 | ﹤0.01% | 1493 |
|
|
2017
Q2 | $10K | Hold |
245
| – | – | ﹤0.01% | 1558 |
|
|
2017
Q1 | $8K | Hold |
245
| – | – | ﹤0.01% | 1432 |
|
|
2016
Q4 | $9K | Sell |
245
-185
| -43% | -$6.8K | ﹤0.01% | 1277 |
|
|
2016
Q3 | $16K | Hold |
430
| – | – | ﹤0.01% | 1129 |
|
|
2016
Q2 | $14K | Buy |
430
+10
| +2% | +$326 | ﹤0.01% | 1125 |
|
|
2016
Q1 | $11K | Hold |
420
| – | – | ﹤0.01% | 1176 |
|
|
2015
Q4 | $13K | Buy |
+420
| New | +$13K | ﹤0.01% | 1131 |
|