Charter Oak Capital 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 |
-1,042
| Closed | -$88K | – | 631 |
|
|
2022
Q2 | $88K | Hold |
1,042
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $91K | Buy |
1,042
+7
| +0.7% | +$611 | 0.01% | 272 |
|
|
2021
Q4 | $91K | Sell |
1,035
-113
| -10% | -$9.94K | 0.01% | 269 |
|
|
2021
Q3 | $94K | Buy |
1,148
+18
| +2% | +$1.47K | 0.01% | 255 |
|
|
2021
Q2 | $103K | Sell |
1,130
-25
| -2% | -$2.28K | 0.01% | 236 |
|
|
2021
Q1 | $99K | Buy |
1,155
+7
| +0.6% | +$600 | 0.01% | 240 |
|
|
2020
Q4 | $108K | Buy |
+1,148
| New | +$108K | 0.02% | 218 |
|