Clearview Wealth Advisors’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 |
-18
| Closed | -$1.82K | – | 447 |
|
|
2023
Q2 | $1.82K | Buy |
+18
| New | +$1.82K | ﹤0.01% | 544 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$49K | – | 722 |
|
|
2021
Q3 | $49K | Hold |
600
| – | – | 0.03% | 235 |
|
|
2021
Q2 | $55K | Hold |
600
| – | – | 0.03% | 233 |
|
|
2021
Q1 | $51K | Hold |
600
| – | – | 0.03% | 223 |
|
|
2020
Q4 | $57K | Buy |
+600
| New | +$57K | 0.04% | 186 |
|