Accretive Wealth Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-11,133
Closed -$1.02M 109
2021
Q2
$1.02M Buy
11,133
+1,609
+17% +$147K 0.73% 56
2021
Q1
$814K Buy
9,524
+1,069
+13% +$91.4K 0.73% 60
2020
Q4
$798K Buy
+8,455
New +$798K 0.79% 50