Accel Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-535
| Closed | -$49.2K | – | 632 |
|
|
2023
Q1 | $49.2K | Sell |
535
-23
| -4% | -$2.12K | 0.02% | 491 |
|
|
2022
Q4 | $50.7K | Hold |
558
| – | – | 0.02% | 356 |
|
|
2022
Q3 | $44K | Hold |
558
| – | – | 0.02% | 395 |
|
|
2022
Q2 | $47K | Sell |
558
-25
| -4% | -$2.11K | 0.03% | 362 |
|
|
2022
Q1 | $51K | Buy |
583
+2
| +0.3% | +$175 | 0.03% | 380 |
|
|
2021
Q4 | $51K | Buy |
581
+23
| +4% | +$2.02K | 0.03% | 380 |
|
|
2021
Q3 | $46K | Sell |
558
-23
| -4% | -$1.9K | 0.03% | 338 |
|
|
2021
Q2 | $53K | Sell |
581
-12
| -2% | -$1.1K | 0.04% | 330 |
|
|
2021
Q1 | $51K | Sell |
593
-89
| -13% | -$7.65K | 0.04% | 311 |
|
|
2020
Q4 | $64K | Buy |
+682
| New | +$64K | 0.06% | 256 |
|