Alera Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $463K | Buy |
4,029
+223
| +6% | +$25.6K | 0.05% | 144 |
|
|
2024
Q2 | $405K | Sell |
3,806
-2,599
| -41% | -$277K | 0.05% | 159 |
|
|
2024
Q1 | $620K | Buy |
+6,405
| New | +$620K | 0.08% | 102 |
|
|
2022
Q3 | – | Sell |
-3,172
| Closed | -$268K | – | 181 |
|
|
2022
Q2 | $268K | Buy |
+3,172
| New | +$268K | 0.08% | 154 |
|
|
2019
Q2 | – | Sell |
-868
| Closed | -$75K | – | 695 |
|
|
2019
Q1 | $75K | Buy |
868
+162
| +23% | +$14K | 0.04% | 124 |
|
|
2018
Q4 | $54K | Buy |
+706
| New | +$54K | 0.03% | 168 |
|