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Defined Wealth Management’s Novartis NVS Stock Holding History

Defined Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,335
Closed -$200K – 96
2021
Q1 		$200K Sell
2,335
-640
-22% -$54.8K 0.19% 95
2020
Q4 		$281K Buy
+2,975
New +$281K 0.28% 73