Kore Private Wealth’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,506
| Closed | -$272K | – | 417 |
|
|
2021
Q3 | $272K | Hold |
6,506
| – | – | 0.03% | 352 |
|
|
2021
Q2 | $281K | Hold |
6,506
| – | – | 0.03% | 328 |
|
|
2021
Q1 | $265K | Buy |
6,506
+524
| +9% | +$21.3K | 0.04% | 298 |
|
|
2020
Q4 | $202K | Buy |
+5,982
| New | +$202K | 0.03% | 311 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 1232 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1161 |
|