Shelton Capital Management’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,575
| Closed | -$211K | – | 752 |
|
|
2023
Q3 | $211K | Sell |
7,575
-623
| -8% | -$17.4K | 0.01% | 631 |
|
|
2023
Q2 | $277K | Hold |
8,198
| – | – | 0.01% | 531 |
|
|
2023
Q1 | $335K | Sell |
8,198
-348
| -4% | -$14.2K | 0.01% | 413 |
|
|
2022
Q4 | $288K | Hold |
8,546
| – | – | 0.03% | 450 |
|
|
2022
Q3 | $280K | Hold |
8,546
| – | – | 0.01% | 480 |
|
|
2022
Q2 | $329K | Hold |
8,546
| – | – | 0.01% | 432 |
|
|
2022
Q1 | $416K | Hold |
8,546
| – | – | 0.02% | 404 |
|
|
2021
Q4 | $385K | Sell |
8,546
-329
| -4% | -$14.8K | 0.01% | 451 |
|
|
2021
Q3 | $371K | Hold |
8,875
| – | – | 0.01% | 459 |
|
|
2021
Q2 | $383K | Buy |
+8,875
| New | +$383K | 0.01% | 459 |
|