CWA
Canvas Wealth Advisors’s Envista NVST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-36,182
| Closed | -$698K | – | 196 |
|
2024
Q4 | $698K | Sell |
36,182
-13,057
| -27% | -$252K | 0.18% | 78 |
|
2024
Q3 | $973K | Buy |
49,239
+4,012
| +9% | +$79.3K | 0.27% | 56 |
|
2024
Q2 | $764K | Buy |
45,227
+17,039
| +60% | +$288K | 0.24% | 57 |
|
2024
Q1 | $552K | Buy |
28,188
+12,799
| +83% | +$251K | 0.19% | 70 |
|
2023
Q4 | $372K | Buy |
+15,389
| New | +$372K | 0.14% | 89 |
|