TWMP
Taylor Wealth Management Partners’s Envista NVST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.89M | Sell |
49,070
-37,371
| -43% | -$1.44M | 1.07% | 33 |
|
|
2022
Q1 | $4.21M | Sell |
86,441
-5,973
| -6% | -$291K | 1.7% | 27 |
|
|
2021
Q4 | $4.16M | Sell |
92,414
-258
| -0.3% | -$11.6K | 1.47% | 27 |
|
|
2021
Q3 | $3.88M | Buy |
92,672
+1,793
| +2% | +$75K | 1.38% | 27 |
|
|
2021
Q2 | $3.93M | Buy |
90,879
+510
| +0.6% | +$22K | 1.38% | 29 |
|
|
2021
Q1 | $3.69M | Buy |
90,369
+1,099
| +1% | +$44.8K | 1.34% | 28 |
|
|
2020
Q4 | $3.01M | Buy |
+89,270
| New | +$3.01M | 1.16% | 33 |
|