Westwood Management Corporation’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,300
| Closed | -$628K | – | 78 |
|
|
2018
Q3 | $628K | Buy |
+10,300
| New | +$628K | 0.08% | 48 |
|
|
2015
Q3 | – | Sell |
-36,500
| Closed | -$1.48M | – | 90 |
|
|
2015
Q2 | $1.48M | Hold |
36,500
| – | – | 0.25% | 38 |
|
|
2015
Q1 | $2.05M | Hold |
36,500
| – | – | 0.34% | 33 |
|
|
2014
Q4 | $1.79M | Hold |
36,500
| – | – | 0.31% | 38 |
|
|
2014
Q3 | $1.64M | Hold |
36,500
| – | – | 0.29% | 34 |
|
|
2014
Q2 | $1.79M | Hold |
36,500
| – | – | 0.3% | 39 |
|
|
2014
Q1 | $1.47M | Hold |
36,500
| – | – | 0.25% | 39 |
|
|
2013
Q4 | $1.47M | Hold |
36,500
| – | – | 0.25% | 43 |
|
|
2013
Q3 | $1.13M | Hold |
36,500
| – | – | 0.22% | 47 |
|
|
2013
Q2 | $898K | Buy |
+36,500
| New | +$898K | 0.19% | 50 |
|