Castleview Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-77
| Closed | -$8.2K | – | 789 |
|
|
2024
Q2 | $8.2K | Hold |
77
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $7.45K | Hold |
77
| – | – | ﹤0.01% | 561 |
|
|
2023
Q4 | $7.78K | Hold |
77
| – | – | 0.01% | 536 |
|
|
2023
Q3 | $7.84K | Hold |
77
| – | – | 0.01% | 443 |
|
|
2023
Q2 | $7.77K | Hold |
77
| – | – | 0.01% | 459 |
|
|
2023
Q1 | $7.08K | Hold |
77
| – | – | 0.01% | 462 |
|
|
2022
Q4 | $6.99K | Sell |
77
-100
| -56% | -$9.07K | 0.01% | 412 |
|
|
2022
Q3 | $13K | Buy |
177
+37
| +26% | +$2.72K | 0.01% | 355 |
|
|
2022
Q2 | $102 | Sell |
140
-887
| -86% | -$646 | ﹤0.01% | 749 |
|
|
2022
Q1 | $90K | Buy |
+1,027
| New | +$90K | 0.06% | 252 |
|
|
2021
Q2 | $78K | Buy |
+850
| New | +$78K | 0.03% | 332 |
|