Elm Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-475
Closed -$45K 204
2020
Q4
$45K Buy
+475
New +$45K 0.03% 169
2018
Q4
Sell
-530
Closed -$41K 207
2018
Q3
$41K Buy
+530
New +$41K 0.03% 179