LIBERTY ONE INVESTMENT MANAGEMENT, LLC – Envestnet, Inc. Transaction History
LIBERTY ONE INVESTMENT MANAGEMENT, LLC portfolio value:
$562,000
portfolio value
LIBERTY ONE INVESTMENT MANAGEMENT, LLC quarter portfolio value change:
-15.86%
quarter
Envestnet, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.44% | 421 shares | -366K | $44.4 | 12.65K |
| Q2 2022 | share | Decrease | -2.56% | -322 shares | -7K | $52.77 | 12.23K |
| Q1 2022 | share | Decrease | -1.81% | -231 shares | -80K | $74.44 | 12.55K |
| Q4 2021 | share | Decrease | -2.09% | -273 shares | -33K | $79.94 | 12.78K |
| Q3 2021 | share | Increase | +6.75% | 826 shares | 120K | $80.24 | 13.06K |
| Q2 2021 | share | Increase | +11.42% | 1.25K shares | 135K | $75.86 | 12.23K |
| Q1 2021 | share | Increase | +7.08% | 726 shares | -51K | $72.23 | 10.98K |
| Q4 2020 | share | Increase | +1.50% | 152 shares | 64K | $82.29 | 10.25K |
| Q3 2020 | share | Increase | +5.81% | 555 shares | 78K | $77.16 | 10.10K |
| Q2 2020 | share | Increase | +2.62% | 244 shares | 202K | $73.54 | 9.54K |
| Q1 2020 | share | Increase | 0.00% | 9.30K shares | 500K | $53.78 | 9.30K |