B. Riley Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $465 | Buy |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $249K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $221K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $16K | Buy |
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|
2015
Q1 | $16K | Hold |
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|
2014
Q4 | $15K | Hold |
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|
2014
Q3 | $15K | Hold |
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|
2014
Q2 | $15K | Buy |
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|
2014
Q1 | $14K | Buy |
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