Connectus Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $266K | Sell |
2,646
-8,399
| -76% | -$844K | 0.01% | 335 |
|
|
2023
Q4 | $1.12M | Buy |
11,045
+8,399
| +317% | +$848K | 0.02% | 323 |
|
|
2023
Q3 | $270K | Buy |
+2,646
| New | +$270K | 0.01% | 438 |
|
|
2022
Q2 | – | Sell |
-8,271
| Closed | -$727K | – | 462 |
|
|
2022
Q1 | $727K | Sell |
8,271
-5,360
| -39% | -$471K | 0.02% | 278 |
|
|
2021
Q4 | $1.2M | Buy |
+13,631
| New | +$1.2M | 0.05% | 199 |
|