Destiny Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-303
| Closed | -$27.5K | – | 477 |
|
|
2022
Q4 | $27.5K | Buy |
303
+86
| +40% | +$7.8K | 0.01% | 364 |
|
|
2022
Q3 | $16K | Hold |
217
| – | – | ﹤0.01% | 381 |
|
|
2022
Q2 | $18K | Buy |
217
+75
| +53% | +$6.22K | ﹤0.01% | 370 |
|
|
2022
Q1 | $12K | Hold |
142
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $12K | Hold |
142
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $12K | Buy |
+142
| New | +$12K | ﹤0.01% | 409 |
|
|
2021
Q1 | – | Sell |
-142
| Closed | -$13K | – | 563 |
|
|
2020
Q4 | $13K | Buy |
+142
| New | +$13K | ﹤0.01% | 392 |
|