BAM
Baldrige Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $56K | Hold |
605
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $55K | Hold |
605
| – | – | 0.02% | 172 |
|
|
2022
Q3 | $46K | Hold |
605
| – | – | 0.02% | 171 |
|
|
2022
Q2 | $51K | Hold |
605
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $53K | Hold |
605
| – | – | 0.02% | 173 |
|
|
2021
Q4 | $53K | Hold |
605
| – | – | 0.02% | 164 |
|
|
2021
Q3 | $49K | Hold |
605
| – | – | 0.02% | 164 |
|
|
2021
Q2 | $55K | Buy |
+605
| New | +$55K | 0.02% | 160 |
|