AWAU
Alliance Wealth Advisors (Utah)’s Envista NVST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,295
| Closed | -$231K | – | 239 |
|
|
2023
Q3 | $231K | Buy |
8,295
+490
| +6% | +$13.7K | 0.09% | 206 |
|
|
2023
Q2 | $264K | Buy |
7,805
+938
| +14% | +$31.7K | 0.1% | 193 |
|
|
2023
Q1 | $281K | Buy |
6,867
+448
| +7% | +$18.3K | 0.11% | 182 |
|
|
2022
Q4 | $216K | Buy |
+6,419
| New | +$216K | 0.1% | 203 |
|