CCG Wealth Management’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
-3,735
Closed -$316K 107
2022
Q2
$316K Sell
3,735
-59
-2% -$4.99K 0.18% 63
2022
Q1
$333K Buy
+3,794
New +$333K 0.16% 74