EWA
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Encompass Wealth Advisors’s Novartis NVS Stock Holding History

Encompass Wealth Advisors’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,932
Closed -$380K – 291
2024
Q1 		$380K Buy
+3,932
New +$380K 0.1% 172