Congress Wealth Management’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 |
-48,117
| Closed | -$1.34M | – | 650 |
|
|
2023
Q3 | $1.34M | Sell |
48,117
-3,115
| -6% | -$86.8K | 0.03% | 343 |
|
|
2023
Q2 | $1.73M | Sell |
51,232
-1,249
| -2% | -$42.3K | 0.04% | 285 |
|
|
2023
Q1 | $2.15M | Buy |
52,481
+741
| +1% | +$30.3K | 0.05% | 258 |
|
|
2022
Q4 | $1.74M | Sell |
51,740
-15,966
| -24% | -$538K | 0.04% | 278 |
|
|
2022
Q3 | $2.22M | Sell |
67,706
-60,334
| -47% | -$1.98M | 0.06% | 264 |
|
|
2022
Q2 | $4.93M | Sell |
128,040
-25,963
| -17% | -$1M | 0.13% | 185 |
|
|
2022
Q1 | $7.5M | Buy |
154,003
+18,359
| +14% | +$894K | 0.16% | 171 |
|
|
2021
Q4 | $6.11M | Buy |
+135,644
| New | +$6.11M | 0.12% | 194 |
|