Independent Advisor Alliance’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,875
| Closed | -$220K | – | 715 |
|
|
2021
Q4 | $220K | Hold |
4,875
| – | – | 0.01% | 602 |
|
|
2021
Q3 | $204K | Sell |
4,875
-5,825
| -54% | -$244K | 0.01% | 582 |
|
|
2021
Q2 | $462K | Hold |
10,700
| – | – | 0.03% | 407 |
|
|
2021
Q1 | $437K | Sell |
10,700
-600
| -5% | -$24.5K | 0.03% | 402 |
|
|
2020
Q4 | $381K | Sell |
11,300
-1,465
| -11% | -$49.4K | 0.03% | 399 |
|
|
2020
Q3 | $315K | Buy |
12,765
+1,300
| +11% | +$32.1K | 0.02% | 382 |
|
|
2020
Q2 | $242K | Buy |
+11,465
| New | +$242K | 0.03% | 397 |
|