Evoke Wealth’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 |
-81,262
| Closed | -$2.27M | – | 269 |
|
|
2023
Q3 | $2.27M | Buy |
81,262
+8,958
| +12% | +$250K | 0.08% | 109 |
|
|
2023
Q2 | $2.45M | Sell |
72,304
-27,160
| -27% | -$919K | 0.09% | 102 |
|
|
2023
Q1 | $4.07M | Sell |
99,464
-20,961
| -17% | -$857K | 0.15% | 69 |
|
|
2022
Q4 | $4.05M | Buy |
120,425
+24,783
| +26% | +$834K | 0.15% | 76 |
|
|
2022
Q3 | $3.14M | Buy |
95,642
+37,748
| +65% | +$1.24M | 0.13% | 81 |
|
|
2022
Q2 | $2.23M | Buy |
57,894
+57,796
| +58,976% | +$2.23M | 0.08% | 103 |
|
|
2022
Q1 | $5K | Sell |
98
-87
| -47% | -$4.44K | ﹤0.01% | 912 |
|
|
2021
Q4 | $8K | Hold |
185
| – | – | ﹤0.01% | 824 |
|
|
2021
Q3 | $7K | Hold |
185
| – | – | ﹤0.01% | 801 |
|
|
2021
Q2 | $8K | Hold |
185
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $8K | Buy |
185
+87
| +89% | +$3.76K | ﹤0.01% | 731 |
|
|
2020
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 832 |
|
|
2020
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 857 |
|
|
2020
Q2 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 883 |
|