Dakota 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
-8,613
Closed -$240K 691
2023
Q3
$240K Buy
8,613
+890
+12% +$24.8K 0.01% 539
2023
Q2
$261K Buy
+7,723
New +$261K 0.01% 513