Envestnet Asset Management’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.63M | Buy |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $704K | Buy |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $946K | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $822K | Buy |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $327K | Buy |
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