Aveo Capital Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,593
| Closed | -$252K | – | 357 |
|
|
2024
Q1 | $252K | Buy |
2,593
+84
| +3% | +$8.17K | 0.03% | 317 |
|
|
2023
Q4 | $253K | Buy |
2,509
+275
| +12% | +$27.8K | 0.03% | 294 |
|
|
2023
Q3 | $228K | Sell |
2,234
-125
| -5% | -$12.7K | 0.03% | 307 |
|
|
2023
Q2 | $238K | Sell |
2,359
-3,195
| -58% | -$322K | 0.03% | 306 |
|
|
2023
Q1 | $511K | Buy |
5,554
+186
| +3% | +$17.1K | 0.07% | 188 |
|
|
2022
Q4 | $487K | Buy |
5,368
+105
| +2% | +$9.53K | 0.07% | 192 |
|
|
2022
Q3 | $400K | Buy |
5,263
+170
| +3% | +$12.9K | 0.07% | 184 |
|
|
2022
Q2 | $431K | Buy |
5,093
+1,918
| +60% | +$162K | 0.07% | 188 |
|
|
2022
Q1 | $279K | Buy |
3,175
+156
| +5% | +$13.7K | 0.05% | 221 |
|
|
2021
Q4 | $264K | Buy |
3,019
+59
| +2% | +$5.16K | 0.05% | 240 |
|
|
2021
Q3 | $242K | Sell |
2,960
-1,424
| -32% | -$116K | 0.05% | 229 |
|
|
2021
Q2 | $400K | Sell |
4,384
-28
| -0.6% | -$2.56K | 0.09% | 181 |
|
|
2021
Q1 | $377K | Buy |
+4,412
| New | +$377K | 0.1% | 166 |
|