Capital Advisory Group Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-85
| Closed | -$7K | – | 386 |
|
|
2022
Q1 | $7K | Buy |
+85
| New | +$7K | ﹤0.01% | 402 |
|
|
2021
Q4 | – | Sell |
-85
| Closed | -$7K | – | 378 |
|
|
2021
Q3 | $7K | Hold |
85
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $8K | Hold |
85
| – | – | ﹤0.01% | 422 |
|
|
2021
Q1 | $7K | Hold |
85
| – | – | ﹤0.01% | 422 |
|
|
2020
Q4 | $8K | Hold |
85
| – | – | ﹤0.01% | 392 |
|
|
2020
Q3 | $7K | Sell |
85
-39
| -31% | -$3.21K | ﹤0.01% | 353 |
|
|
2020
Q2 | $11K | Hold |
124
| – | – | 0.01% | 296 |
|
|
2020
Q1 | $10K | Buy |
+124
| New | +$10K | 0.01% | 234 |
|