O'Shaughnessy Asset 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 | $364K | Buy |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $228K | Buy |
|
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $93K | Sell |
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|
2018
Q3 | $856K | Sell |
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|
2018
Q2 | $837K | Sell |
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|
2018
Q1 | $901K | Buy |
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|
2017
Q4 | $687K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $112K | Sell |
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|
2014
Q4 | $282K | Hold |
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|
2014
Q3 | $259K | Hold |
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|
2014
Q2 | $282K | Buy |
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|
2014
Q1 | $192K | Buy |
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