WMS Partners’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,770
| Closed | -$200K | – | 269 |
|
|
2021
Q1 | $200K | Hold |
2,770
| – | – | 0.05% | 215 |
|
|
2020
Q4 | $228K | Buy |
2,770
+94
| +4% | +$7.74K | 0.04% | 217 |
|
|
2020
Q3 | $206K | Buy |
+2,676
| New | +$206K | 0.04% | 216 |
|
|
2020
Q1 | – | Sell |
-3,130
| Closed | -$218K | – | 229 |
|
|
2019
Q4 | $218K | Buy |
+3,130
| New | +$218K | 0.05% | 201 |
|
|
2015
Q2 | – | Sell |
-4,000
| Closed | -$224K | – | 304 |
|
|
2015
Q1 | $224K | Buy |
+4,000
| New | +$224K | 0.03% | 238 |
|