J.P. Morgan Private Wealth Advisors’s Envista NVST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $238K | Sell |
8,523
-539
| -6% | -$15K | ﹤0.01% | 1577 |
|
|
2023
Q2 | $307K | Sell |
9,062
-6,711
| -43% | -$227K | ﹤0.01% | 1234 |
|
|
2023
Q1 | $645K | Sell |
15,773
-3,046
| -16% | -$125K | ﹤0.01% | 1362 |
|
|
2022
Q4 | $634K | Buy |
18,819
+6,741
| +56% | +$227K | ﹤0.01% | 1361 |
|
|
2022
Q3 | $396K | Buy |
12,078
+922
| +8% | +$30.2K | ﹤0.01% | 1548 |
|
|
2022
Q2 | $430K | Sell |
11,156
-1,052
| -9% | -$40.5K | ﹤0.01% | 1514 |
|
|
2022
Q1 | $595K | Sell |
12,208
-346
| -3% | -$16.9K | ﹤0.01% | 1464 |
|
|
2021
Q4 | $566K | Buy |
12,554
+60
| +0.5% | +$2.71K | ﹤0.01% | 1501 |
|
|
2021
Q3 | $522K | Buy |
12,494
+1,238
| +11% | +$51.7K | ﹤0.01% | 1484 |
|
|
2021
Q2 | $486K | Buy |
11,256
+19
| +0.2% | +$820 | ﹤0.01% | 1492 |
|
|
2021
Q1 | $458K | Sell |
11,237
-1,347
| -11% | -$54.9K | ﹤0.01% | 1347 |
|
|
2020
Q4 | $424K | Buy |
12,584
+1,691
| +16% | +$57K | ﹤0.01% | 1352 |
|
|
2020
Q3 | $269K | Sell |
10,893
-2,776
| -20% | -$68.6K | ﹤0.01% | 1402 |
|
|
2020
Q2 | $288K | Buy |
+13,669
| New | +$288K | ﹤0.01% | 1319 |
|