Holding/activity history for Envestnet Inc. (ENV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2021 Q3 | 0 | 0 | Sell 100.00% | 0.01 | |
| 2021 Q2 | 63,384 | 0.01 | Reduce 22.33% | 0.00 | $75.86 |
| 2021 Q1 | 81,606 | 0.01 | Add 20.04% | 0.00 | $72.23 |
| 2020 Q4 | 67,983 | 0.01 | Add 21.68% | 0.00 | $82.29 |
| 2020 Q3 | 55,872 | 0.01 | Add 26.42% | 0.00 | $77.16 |
| 2020 Q2 | 44,194 | 0.01 | Add 98.05% | 0.00 | $73.54 |
| 2020 Q1 | 22,315 | 0.01 | Add 84.79% | 0.00 | $53.78 |
| 2019 Q4 | 12,076 | 0.00 | Buy | 0.00 | $69.64 |