Sowell Financial Services LLC Envestnet, Inc. Transaction History

Sowell Financial Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 05, 2021	SELL	$65.18 - $79.49 $1,303 - $1,589	-20 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$64.02 - $86.95 $7,554 - $10,260	-118 Reduced 85.51%	20 $1,000
Q4 2020 Jan 13, 2021	BUY	$74.94 - $84.32 $5,395 - $6,071	72 Added 109.09%	138 $11,000
Q3 2020 Nov 12, 2020	BUY	$74.11 - $89.04 $3,260 - $3,917	44 Added 200.0%	66 $5,000
Q1 2020 May 12, 2020	SELL	$48.86 - $87.67 $732 - $1,315	-15 Reduced 40.54%	22 $1,000
Q4 2019 Feb 07, 2020	SELL	$54.57 - $71.85 $818 - $1,077	-15 Reduced 28.85%	37 $2,000
Q3 2019 Nov 14, 2019	BUY	$55.42 - $73.16 $2,881 - $3,804	52 New	52 $3,000

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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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