Edgestream Partners’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 |
-59,479
| Closed | -$5.03M | – | 569 |
|
|
2022
Q2 | $5.03M | Sell |
59,479
-15,253
| -20% | -$1.29M | 0.4% | 67 |
|
|
2022
Q1 | $6.56M | Buy |
+74,732
| New | +$6.56M | 0.52% | 34 |
|
|
2021
Q4 | – | Sell |
-118,155
| Closed | -$9.66M | – | 557 |
|
|
2021
Q3 | $9.66M | Buy |
+118,155
| New | +$9.66M | 0.6% | 39 |
|