CFM Wealth Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-865
Closed -$75K 365
2020
Q2
$75K Sell
865
-369
-30% -$32K 0.03% 235
2020
Q1
$102K Buy
+1,234
New +$102K 0.05% 194