Zeke Capital Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,998
| Closed | -$340K | – | 590 |
|
|
2019
Q3 | $340K | Sell |
5,998
-2,282
| -28% | -$129K | 0.03% | 428 |
|
|
2019
Q2 | $566K | Hold |
8,280
| – | – | 0.05% | 325 |
|
|
2019
Q1 | $541K | Sell |
8,280
-10,056
| -55% | -$657K | 0.05% | 337 |
|
|
2018
Q4 | $902K | Sell |
18,336
-2,958
| -14% | -$146K | 0.09% | 218 |
|
|
2018
Q3 | $1.3M | Buy |
+21,294
| New | +$1.3M | 0.11% | 180 |
|