AllSquare Wealth Management’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,273
| Closed | -$49K | – | 522 |
|
|
2022
Q2 | $49K | Hold |
1,273
| – | – | 0.03% | 196 |
|
|
2022
Q1 | $62K | Buy |
1,273
+161
| +14% | +$7.84K | 0.04% | 196 |
|
|
2021
Q4 | $50K | Sell |
1,112
-203
| -15% | -$9.13K | 0.03% | 219 |
|
|
2021
Q3 | $55K | Hold |
1,315
| – | – | 0.03% | 212 |
|
|
2021
Q2 | $57K | Sell |
1,315
-38
| -3% | -$1.65K | 0.03% | 213 |
|
|
2021
Q1 | $55K | Buy |
+1,353
| New | +$55K | 0.03% | 214 |
|