Disciplined Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10
| Closed | -$1.01K | – | 1080 |
|
|
2023
Q2 | $1.01K | Hold |
10
| – | – | ﹤0.01% | 963 |
|
|
2023
Q1 | $920 | Hold |
10
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q4 | $907 | Hold |
10
| – | – | ﹤0.01% | 946 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1037 |
|
|
2022
Q1 | $1K | Sell |
10
-200
| -95% | -$20K | ﹤0.01% | 1099 |
|
|
2021
Q4 | $18K | Buy |
210
+200
| +2,000% | +$17.1K | 0.01% | 316 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 423 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $1K | Sell |
10
-10
| -50% | -$1K | ﹤0.01% | 369 |
|
|
2020
Q4 | $2K | Sell |
20
-197
| -91% | -$19.7K | ﹤0.01% | 287 |
|
|
2020
Q3 | $19K | Sell |
217
-20
| -8% | -$1.75K | 0.01% | 217 |
|
|
2020
Q2 | $21K | Hold |
237
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $20K | Hold |
237
| – | – | 0.02% | 216 |
|
|
2019
Q4 | $22K | Buy |
+237
| New | +$22K | 0.02% | 239 |
|