Ellevest, Inc. Envestnet, Inc. Transaction History

Ellevest, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 03, 2023	BUY	$43.13 - $61.77 $2,156 - $3,088	50 Added 60.24%	133 $8,000
Q3 2022 Nov 02, 2022	BUY	$44.4 - $60.51 $3,374 - $4,598	76 Added 1085.71%	83 $4,000
Q2 2022 Jul 18, 2022	SELL	$52.71 - $83.57 $579 - $919	-11 Reduced 61.11%	7 $0
Q1 2022 Apr 19, 2022	SELL	$66.01 - $80.6 $3,366 - $4,110	-51 Reduced 73.91%	18 $1,000
Q4 2021 Jan 24, 2022	BUY	$75.93 - $85.32 $911 - $1,023	12 Added 21.05%	69 $5,000
Q3 2021 Oct 19, 2021	BUY	$72.19 - $80.24 $1,299 - $1,444	18 Added 46.15%	57 $5,000
Q2 2021 Jul 13, 2021	BUY	$65.18 - $79.49 $1,238 - $1,510	19 Added 95.0%	39 $3,000
Q4 2020 Feb 04, 2021	SELL	$74.94 - $84.32 $17,835 - $20,068	-238 Reduced 92.25%	20 $2,000
Q3 2020 Oct 26, 2020	BUY	$74.11 - $89.04 $2,371 - $2,849	32 Added 14.16%	258 $20,000
Q2 2020 Jul 06, 2020	BUY	$47.07 - $76.08 $470 - $760	10 Added 4.63%	226 $17,000
Q4 2019 Feb 05, 2020	BUY	$54.57 - $71.85 $11,787 - $15,519	216 New	216 $15,000

273

51.8M

38.3K

131K

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.49B
Description
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...

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