Coulter & Justus Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,183
| Closed | -$201K | – | 48 |
|
|
2023
Q1 | $201K | Sell |
2,183
-627
| -22% | -$57.7K | 0.13% | 47 |
|
|
2022
Q4 | $255K | Hold |
2,810
| – | – | 0.17% | 45 |
|
|
2022
Q3 | $214K | Buy |
2,810
+200
| +8% | +$15.2K | 0.17% | 43 |
|
|
2022
Q2 | $221K | Buy |
+2,610
| New | +$221K | 0.18% | 45 |
|
|
2022
Q1 | – | Sell |
-2,610
| Closed | -$228K | – | 43 |
|
|
2021
Q4 | $228K | Buy |
+2,610
| New | +$228K | 0.18% | 45 |
|