Cedar Brook Financial Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,158
| Closed | -$218K | – | 410 |
|
|
2023
Q2 | $218K | Buy |
+2,158
| New | +$218K | 0.05% | 358 |
|
|
2023
Q1 | – | Sell |
-2,226
| Closed | -$202K | – | 403 |
|
|
2022
Q4 | $202K | Buy |
+2,226
| New | +$202K | 0.06% | 354 |
|
|
2021
Q3 | – | Sell |
-2,503
| Closed | -$228K | – | 367 |
|
|
2021
Q2 | $228K | Buy |
+2,503
| New | +$228K | 0.07% | 331 |
|
|
2021
Q1 | – | Sell |
-2,119
| Closed | -$200K | – | 341 |
|
|
2020
Q4 | $200K | Buy |
+2,119
| New | +$200K | 0.07% | 309 |
|
|
2020
Q1 | – | Sell |
-2,356
| Closed | -$223K | – | 281 |
|
|
2019
Q4 | $223K | Buy |
+2,356
| New | +$223K | 0.09% | 257 |
|
|
2019
Q2 | – | Sell |
-3,172
| Closed | -$273K | – | 308 |
|
|
2019
Q1 | $273K | Sell |
3,172
-29
| -0.9% | -$2.5K | 0.13% | 211 |
|
|
2018
Q4 | $246K | Buy |
+3,201
| New | +$246K | 0.15% | 190 |
|