B. Riley Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $465 | Buy |
5,497
+1,614
| +42% | +$137 | ﹤0.01% | 426 |
|
|
2022
Q1 | $341K | Sell |
3,883
-69
| -2% | -$6.06K | 0.03% | 422 |
|
|
2021
Q4 | $346K | Buy |
3,952
+258
| +7% | +$22.6K | 0.02% | 433 |
|
|
2021
Q3 | $302K | Buy |
3,694
+982
| +36% | +$80.3K | 0.02% | 455 |
|
|
2021
Q2 | $247K | Buy |
2,712
+2
| +0.1% | +$182 | 0.03% | 342 |
|
|
2021
Q1 | $232K | Sell |
2,710
-77
| -3% | -$6.59K | 0.03% | 336 |
|
|
2020
Q4 | $263K | Sell |
2,787
-77
| -3% | -$7.27K | 0.03% | 286 |
|
|
2020
Q3 | $249K | Buy |
+2,864
| New | +$249K | 0.03% | 327 |
|
|
2019
Q2 | – | Sell |
-2,570
| Closed | -$221K | – | 421 |
|
|
2019
Q1 | $221K | Buy |
+2,570
| New | +$221K | 0.04% | 332 |
|
|
2015
Q3 | – | Sell |
-190
| Closed | -$16K | – | 559 |
|
|
2015
Q2 | $16K | Buy |
190
+3
| +2% | +$253 | 0.01% | 652 |
|
|
2015
Q1 | $16K | Hold |
187
| – | – | 0.01% | 662 |
|
|
2014
Q4 | $15K | Hold |
187
| – | – | 0.01% | 656 |
|
|
2014
Q3 | $15K | Hold |
187
| – | – | 0.01% | 681 |
|
|
2014
Q2 | $15K | Buy |
187
+3
| +2% | +$241 | 0.01% | 734 |
|
|
2014
Q1 | $14K | Buy |
+184
| New | +$14K | 0.01% | 701 |
|