Liberty One Investment Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $751K | Sell |
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|
2024
Q2 | $789K | Sell |
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|
2024
Q1 | $794K | Buy |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $782K | Buy |
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|
2023
Q1 | $712K | Sell |
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|
2022
Q4 | $756K | Sell |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | $928K | Sell |
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|
2022
Q1 | $935K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $928K | Buy |
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|
2021
Q1 | $793K | Buy |
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|
2020
Q4 | $844K | Buy |
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|
2020
Q3 | $780K | Buy |
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|
2020
Q2 | $702K | Buy |
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|
2020
Q1 | $500K | Buy |
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