O'Brien Shelly

Track

Insider profile

Performance

Overall performance
1.0
Performance over holding periods
1.0
30 days 90 days 120 days
Average return -4% 8.2% 15.1%
Success rate 0% 68% 82%
Transactions
1 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
O'Brien Shelly's trades of Envestnet Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
24.06
Quantity 26,543
Value US$1,880,600
Transaction date
Planned sale
Price
95.81
Quantity 29,611 -29.2%
Value US$1,468,467
Transaction date
Planned sale
Price
141.14
Quantity 66,262 -31.3%
Value US$503,365
Transaction date
Planned sale
Price
73.11
Quantity 4,500 -16.1%
Value US$328,995
Transaction date
Sale
Price
66.71
Quantity 11,147 -27.0%
Value US$743,616
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2023-03-30 2023-03-30
PrS Proposed sale
26,543
24.06
US$1,880,600 		26,543 24.06 US$1,880,600
2022-11-16 2022-11-14
PlS Planned sale
29,611 -29.2%
95.81
US$1,468,467 		29,611 -29.2% 95.81 US$1,468,467
2020-10-28 2020-10-26
PlS Planned sale
66,262 -31.3%
141.14
US$503,365 		66,262 -31.3% 141.14 US$503,365
2020-01-15 2020-01-13
PlS Planned sale
4,500 -16.1%
73.11
US$328,995 		4,500 -16.1% 73.11 US$328,995
2019-03-20 2019-03-18
S Sale
11,147 -27.0%
66.71
US$743,616 		11,147 -27.0% 66.71 US$743,616