Liberty One Investment Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,994
| Closed | -$751K | – | 186 |
|
|
2024
Q3 | $751K | Sell |
11,994
-613
| -5% | -$38.4K | 0.08% | 105 |
|
|
2024
Q2 | $789K | Sell |
12,607
-1,103
| -8% | -$69K | 0.09% | 98 |
|
|
2024
Q1 | $794K | Buy |
13,710
+1,485
| +12% | +$86K | 0.09% | 96 |
|
|
2023
Q4 | $605K | Sell |
12,225
-890
| -7% | -$44.1K | 0.07% | 108 |
|
|
2023
Q3 | $577K | Sell |
13,115
-60
| -0.5% | -$2.64K | 0.08% | 102 |
|
|
2023
Q2 | $782K | Buy |
13,175
+1,033
| +9% | +$61.3K | 0.1% | 96 |
|
|
2023
Q1 | $712K | Sell |
12,142
-116
| -0.9% | -$6.81K | 0.1% | 100 |
|
|
2022
Q4 | $756K | Sell |
12,258
-398
| -3% | -$24.6K | 0.11% | 95 |
|
|
2022
Q3 | $562K | Buy |
12,656
+421
| +3% | +$18.7K | 0.09% | 103 |
|
|
2022
Q2 | $928K | Sell |
12,235
-322
| -3% | -$24.4K | 0.16% | 103 |
|
|
2022
Q1 | $935K | Sell |
12,557
-231
| -2% | -$17.2K | 0.14% | 96 |
|
|
2021
Q4 | $1.02M | Sell |
12,788
-273
| -2% | -$21.7K | 0.15% | 100 |
|
|
2021
Q3 | $1.05M | Buy |
13,061
+826
| +7% | +$66.3K | 0.18% | 90 |
|
|
2021
Q2 | $928K | Buy |
12,235
+1,254
| +11% | +$95.1K | 0.16% | 103 |
|
|
2021
Q1 | $793K | Buy |
10,981
+726
| +7% | +$52.4K | 0.14% | 103 |
|
|
2020
Q4 | $844K | Buy |
10,255
+152
| +2% | +$12.5K | 0.16% | 97 |
|
|
2020
Q3 | $780K | Buy |
10,103
+555
| +6% | +$42.8K | 0.16% | 94 |
|
|
2020
Q2 | $702K | Buy |
9,548
+244
| +3% | +$17.9K | 0.16% | 94 |
|
|
2020
Q1 | $500K | Buy |
+9,304
| New | +$500K | 0.13% | 97 |
|