Concord Wealth Partners’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-94
| Closed | -$2.62K | – | 962 |
|
|
2023
Q3 | $2.62K | Hold |
94
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $3.18K | Hold |
94
| – | – | ﹤0.01% | 799 |
|
|
2023
Q1 | $3.84K | Sell |
94
-24
| -20% | -$981 | ﹤0.01% | 714 |
|
|
2022
Q4 | $3.97K | Buy |
+118
| New | +$3.97K | ﹤0.01% | 814 |
|
|
2022
Q3 | – | Sell |
-94
| Closed | -$4K | – | 797 |
|
|
2022
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 880 |
|
|
2022
Q1 | $5K | Hold |
94
| – | – | ﹤0.01% | 910 |
|
|
2021
Q4 | $4K | Hold |
94
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 639 |
|
|
2021
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 774 |
|
|
2021
Q1 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 723 |
|