Drive Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,294
| Closed | -$232K | – | 336 |
|
|
2023
Q4 | $232K | Sell |
2,294
-1,229
| -35% | -$124K | 0.07% | 249 |
|
|
2023
Q3 | $359K | Sell |
3,523
-904
| -20% | -$92.1K | 0.13% | 148 |
|
|
2023
Q2 | $447K | Sell |
4,427
-410
| -8% | -$41.4K | 0.17% | 124 |
|
|
2023
Q1 | $445K | Sell |
4,837
-448
| -8% | -$41.2K | 0.19% | 132 |
|
|
2022
Q4 | $480K | Buy |
+5,285
| New | +$480K | 0.24% | 100 |
|