OWA
Outlook Wealth Advisors’s Envista NVST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,569
| Closed | -$491K | – | 194 |
|
|
2022
Q4 | $491K | Sell |
14,569
-1,443
| -9% | -$48.6K | 0.23% | 107 |
|
|
2022
Q3 | $525K | Sell |
16,012
-1,013
| -6% | -$33.2K | 0.24% | 107 |
|
|
2022
Q2 | $656K | Buy |
17,025
+534
| +3% | +$20.6K | 0.27% | 95 |
|
|
2022
Q1 | $804K | Sell |
16,491
-211
| -1% | -$10.3K | 0.27% | 92 |
|
|
2021
Q4 | $753K | Buy |
16,702
+455
| +3% | +$20.5K | 0.22% | 104 |
|
|
2021
Q3 | $679K | Buy |
16,247
+488
| +3% | +$20.4K | 0.22% | 107 |
|
|
2021
Q2 | $681K | Sell |
15,759
-974
| -6% | -$42.1K | 0.22% | 112 |
|
|
2021
Q1 | $683K | Buy |
16,733
+3,680
| +28% | +$150K | 0.24% | 103 |
|
|
2020
Q4 | $440K | Buy |
+13,053
| New | +$440K | 0.16% | 139 |
|