CPIA
Cornell Pochily Investment Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,501
| Closed | -$230K | – | 172 |
|
|
2023
Q1 | $230K | Buy |
2,501
+50
| +2% | +$4.6K | 0.1% | 157 |
|
|
2022
Q4 | $222K | Buy |
+2,451
| New | +$222K | 0.1% | 157 |
|
|
2022
Q3 | – | Sell |
-2,751
| Closed | -$233K | – | 168 |
|
|
2022
Q2 | $233K | Hold |
2,751
| – | – | 0.1% | 153 |
|
|
2022
Q1 | $241K | Sell |
2,751
-50
| -2% | -$4.38K | 0.09% | 155 |
|
|
2021
Q4 | $245K | Hold |
2,801
| – | – | 0.1% | 151 |
|
|
2021
Q3 | $229K | Hold |
2,801
| – | – | 0.1% | 152 |
|
|
2021
Q2 | $256K | Hold |
2,801
| – | – | 0.11% | 143 |
|
|
2021
Q1 | $239K | Hold |
2,801
| – | – | 0.11% | 142 |
|
|
2020
Q4 | $264K | Buy |
2,801
+33
| +1% | +$3.11K | 0.13% | 128 |
|
|
2020
Q3 | $241K | Hold |
2,768
| – | – | 0.14% | 129 |
|
|
2020
Q2 | $242K | Hold |
2,768
| – | – | 0.15% | 122 |
|
|
2020
Q1 | $228K | Hold |
2,768
| – | – | 0.17% | 111 |
|
|
2019
Q4 | $262K | Sell |
2,768
-35
| -1% | -$3.31K | 0.16% | 118 |
|
|
2019
Q3 | $245K | Sell |
2,803
-565
| -17% | -$49.4K | 0.16% | 122 |
|
|
2019
Q2 | $308 | Sell |
3,368
-10
| -0.3% | -$1 | 0.08% | 118 |
|
|
2019
Q1 | $324K | Buy |
3,378
+2
| +0.1% | +$192 | 0.22% | 99 |
|
|
2018
Q4 | $289K | Sell |
3,376
-180
| -5% | -$15.4K | 0.19% | 108 |
|
|
2018
Q3 | $306K | Sell |
3,556
-70
| -2% | -$6.02K | 0.21% | 107 |
|
|
2018
Q2 | $273K | Buy |
3,626
+4
| +0.1% | +$301 | 0.19% | 109 |
|
|
2018
Q1 | $292K | Sell |
3,622
-55
| -1% | -$4.43K | 0.21% | 103 |
|
|
2017
Q4 | $308K | Buy |
+3,677
| New | +$308K | 0.2% | 104 |
|