Alterna 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
Q3 | – | Sell |
-2,409
| Closed | -$243K | – | 99 |
|
|
2023
Q2 | $243K | Buy |
+2,409
| New | +$243K | 0.28% | 78 |
|
|
2020
Q1 | – | Sell |
-2,757
| Closed | -$261K | – | 102 |
|
|
2019
Q4 | $261K | Buy |
2,757
+339
| +14% | +$32.1K | 0.29% | 85 |
|
|
2019
Q3 | $210K | Buy |
+2,418
| New | +$210K | 0.25% | 108 |
|
|
2019
Q1 | – | Sell |
-2,983
| Closed | -$223K | – | 262 |
|
|
2018
Q4 | $223K | Buy |
+2,983
| New | +$223K | 0.04% | 311 |
|