Column Capital 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
$54.5K Hold
535
0.01% 314
2023
Q2
$54K Buy
535
+10
+2% +$1.01K 0.01% 313
2023
Q1
$48.3K Sell
525
-80
-13% -$7.36K 0.01% 327
2022
Q4
$54.9K Hold
605
0.01% 283
2022
Q3
$46K Sell
605
-724
-54% -$55K 0.01% 287
2022
Q2
$112K Sell
1,329
-204
-13% -$17.2K 0.02% 168
2022
Q1
$135K Hold
1,533
0.02% 158
2021
Q4
$134K Sell
1,533
-11
-0.7% -$962 0.03% 167
2021
Q3
$126K Hold
1,544
0.03% 162
2021
Q2
$141K Buy
1,544
+105
+7% +$9.59K 0.03% 153
2021
Q1
$123K Sell
1,439
-92
-6% -$7.86K 0.03% 155
2020
Q4
$145K Sell
1,531
-69
-4% -$6.54K 0.04% 136
2020
Q3
$139K Sell
1,600
-157
-9% -$13.6K 0.04% 125
2020
Q2
$153K Sell
1,757
-63
-3% -$5.49K 0.05% 109
2020
Q1
$150K Sell
1,820
-79
-4% -$6.51K 0.06% 89
2019
Q4
$179K Buy
+1,899
New +$179K 0.09% 98