AHL Investment 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 |
-7,812
| Closed | -$719K | – | 64 |
|
|
2023
Q1 | $719K | Sell |
7,812
-200
| -2% | -$18.4K | 0.66% | 40 |
|
|
2022
Q4 | $727K | Sell |
8,012
-325
| -4% | -$29.5K | 0.68% | 40 |
|
|
2022
Q3 | $634K | Buy |
8,337
+337
| +4% | +$25.6K | 0.65% | 39 |
|
|
2022
Q2 | $676K | Buy |
+8,000
| New | +$676K | 0.68% | 39 |
|
|
2022
Q1 | – | Sell |
-287
| Closed | -$25K | – | 228 |
|
|
2021
Q4 | $25K | Buy |
+287
| New | +$25K | 0.02% | 142 |
|