Bard Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,125
| Closed | -$418K | – | 297 |
|
|
2022
Q2 | $418K | Hold |
6,125
| – | – | 0.04% | 207 |
|
|
2022
Q1 | $537K | Sell |
6,125
-375
| -6% | -$32.9K | 0.04% | 186 |
|
|
2021
Q4 | $569K | Hold |
6,500
| – | – | 0.05% | 179 |
|
|
2021
Q3 | $532K | Hold |
6,500
| – | – | 0.05% | 181 |
|
|
2021
Q2 | $593K | Hold |
6,500
| – | – | 0.05% | 175 |
|
|
2021
Q1 | $556K | Sell |
6,500
-180
| -3% | -$15.4K | 0.05% | 170 |
|
|
2020
Q4 | $631K | Buy |
+6,680
| New | +$631K | 0.06% | 165 |
|