Canandaigua National Corp’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$535K Buy
5,899
+201
+4% +$18.2K 0.09% 163
2022
Q3
$433K Sell
5,698
-89
-2% -$6.76K 0.08% 175
2022
Q2
$489K Sell
5,787
-471
-8% -$39.8K 0.09% 172
2022
Q1
$549K Sell
6,258
-66
-1% -$5.79K 0.08% 176
2021
Q4
$553K Buy
6,324
+354
+6% +$31K 0.08% 179
2021
Q3
$488K Sell
5,970
-13
-0.2% -$1.06K 0.08% 176
2021
Q2
$546K Sell
5,983
-137
-2% -$12.5K 0.09% 165
2021
Q1
$523K Sell
6,120
-590
-9% -$50.4K 0.09% 168
2020
Q4
$634K Sell
6,710
-104
-2% -$9.83K 0.11% 153
2020
Q3
$593K Sell
6,814
-85
-1% -$7.4K 0.1% 157
2020
Q2
$603K Buy
+6,899
New +$603K 0.11% 158