TCI Wealth Advisors’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-368
| Closed | -$15K | – | 1538 |
|
|
2023
Q1 | $15K | Hold |
368
| – | – | ﹤0.01% | 848 |
|
|
2022
Q4 | $12.4K | Sell |
368
-332
| -47% | -$11.2K | ﹤0.01% | 930 |
|
|
2022
Q3 | $23K | Buy |
700
+256
| +58% | +$8.41K | ﹤0.01% | 600 |
|
|
2022
Q2 | $17K | Sell |
444
-450
| -50% | -$17.2K | ﹤0.01% | 711 |
|
|
2022
Q1 | $43K | Buy |
894
+136
| +18% | +$6.54K | 0.01% | 448 |
|
|
2021
Q4 | $34K | Buy |
758
+57
| +8% | +$2.56K | 0.01% | 502 |
|
|
2021
Q3 | $29K | Buy |
701
+147
| +27% | +$6.08K | ﹤0.01% | 538 |
|
|
2021
Q2 | $24K | Buy |
554
+148
| +36% | +$6.41K | ﹤0.01% | 543 |
|
|
2021
Q1 | $17K | Buy |
406
+48
| +13% | +$2.01K | 0.01% | 614 |
|
|
2020
Q4 | $12K | Hold |
358
| – | – | 0.01% | 582 |
|
|
2020
Q3 | $9K | Hold |
358
| – | – | ﹤0.01% | 589 |
|
|
2020
Q2 | $8K | Buy |
358
+135
| +61% | +$3.02K | ﹤0.01% | 617 |
|
|
2020
Q1 | $3K | Buy |
+223
| New | +$3K | ﹤0.01% | 893 |
|