Westfield Capital Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $35.3M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $18.6M | Buy |
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|
2020
Q2 | $14M | Buy |
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|
2020
Q1 | $9.63M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $13.3M | Sell |
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|
2019
Q2 | $27.4M | Sell |
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|
2019
Q1 | $27.9M | Buy |
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|
2018
Q4 | $20.5M | Sell |
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|
2018
Q3 | $36.2M | Sell |
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|
2018
Q2 | $33.8M | Buy |
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