Curi Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-547
Closed -$46K 530
2022
Q2
$46K Buy
+547
New +$46K 0.01% 233
2021
Q1
Sell
-649
Closed -$61K 361
2020
Q4
$61K Buy
+649
New +$61K 0.04% 144