LWM
ENV

Liberty Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Liberty Wealth Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-32
Closed -$2K – 1219
2021
Q1 		$2K Hold
32
– – ﹤0.01% 847
2020
Q4 		$2K Sell
32
-9
-22% -$563 ﹤0.01% 844
2020
Q3 		$3K Buy
+41
New +$3K ﹤0.01% 736