Adams Chetwood Wealth Management’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 |
-2,260
| Closed | -$206K | – | 76 |
|
|
2021
Q2 | $206K | Sell |
2,260
-100
| -4% | -$9.12K | 0.15% | 76 |
|
|
2021
Q1 | $202K | Sell |
2,360
-99
| -4% | -$8.47K | 0.15% | 74 |
|
|
2020
Q4 | $232K | Hold |
2,459
| – | – | 0.19% | 73 |
|
|
2020
Q3 | $214K | Hold |
2,459
| – | – | 0.21% | 69 |
|
|
2020
Q2 | $215K | Hold |
2,459
| – | – | 0.22% | 68 |
|
|
2020
Q1 | $209K | Hold |
2,459
| – | – | 0.24% | 67 |
|
|
2019
Q4 | $233K | Buy |
+2,459
| New | +$233K | 0.24% | 62 |
|