HighMark Wealth Management’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$24.1K | – | 594 |
|
|
2023
Q4 | $24.1K | Hold |
1,000
| – | – | 0.02% | 177 |
|
|
2023
Q3 | $27.9K | Hold |
1,000
| – | – | 0.02% | 153 |
|
|
2023
Q2 | $33.8K | Hold |
1,000
| – | – | 0.03% | 142 |
|
|
2023
Q1 | $40.9K | Hold |
1,000
| – | – | 0.03% | 152 |
|
|
2022
Q4 | $33.7K | Hold |
1,000
| – | – | 0.03% | 127 |
|
|
2022
Q3 | $33K | Hold |
1,000
| – | – | 0.03% | 120 |
|
|
2022
Q2 | $39K | Hold |
1,000
| – | – | 0.03% | 113 |
|
|
2022
Q1 | $49K | Hold |
1,000
| – | – | 0.03% | 110 |
|
|
2021
Q4 | $45K | Hold |
1,000
| – | – | 0.03% | 124 |
|
|
2021
Q3 | $42K | Hold |
1,000
| – | – | 0.03% | 127 |
|
|
2021
Q2 | $43K | Hold |
1,000
| – | – | 0.03% | 127 |
|
|
2021
Q1 | $41K | Hold |
1,000
| – | – | 0.03% | 113 |
|
|
2020
Q4 | $34K | Hold |
1,000
| – | – | 0.03% | 119 |
|
|
2020
Q3 | $25K | Buy |
+1,000
| New | +$25K | 0.02% | 147 |
|