Yousif Capital 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 |
-19,425
| Closed | -$1.22M | – | 1973 |
|
|
2024
Q3 | $1.22M | Sell |
19,425
-626
| -3% | -$39.2K | 0.01% | 1067 |
|
|
2024
Q2 | $1.25M | Sell |
20,051
-2,393
| -11% | -$150K | 0.01% | 1005 |
|
|
2024
Q1 | $1.3M | Sell |
22,444
-2,153
| -9% | -$125K | 0.01% | 1055 |
|
|
2023
Q4 | $1.22M | Buy |
24,597
+1,650
| +7% | +$81.7K | 0.01% | 1122 |
|
|
2023
Q3 | $1.01M | Sell |
22,947
-3,810
| -14% | -$168K | 0.01% | 1132 |
|
|
2023
Q2 | $1.59M | Sell |
26,757
-1,265
| -5% | -$75.1K | 0.02% | 898 |
|
|
2023
Q1 | $1.64M | Sell |
28,022
-155
| -0.6% | -$9.09K | 0.02% | 869 |
|
|
2022
Q4 | $1.74M | Buy |
28,177
+90
| +0.3% | +$5.55K | 0.02% | 855 |
|
|
2022
Q3 | $1.25M | Sell |
28,087
-2,696
| -9% | -$120K | 0.02% | 1049 |
|
|
2022
Q2 | $1.62M | Buy |
30,783
+1,790
| +6% | +$94.4K | 0.02% | 950 |
|
|
2022
Q1 | $2.16M | Buy |
28,993
+585
| +2% | +$43.5K | 0.02% | 879 |
|
|
2021
Q4 | $2.25M | Buy |
+28,408
| New | +$2.25M | 0.02% | 892 |
|