EP Wealth Advisors’s NovoCure NVCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,781
| Closed | -$218K | – | 767 |
|
|
2023
Q2 | $218K | Buy |
5,781
+86
| +2% | +$3.25K | ﹤0.01% | 638 |
|
|
2023
Q1 | $202K | Sell |
5,695
-759
| -12% | -$26.9K | ﹤0.01% | 578 |
|
|
2022
Q4 | $473K | Buy |
+6,454
| New | +$473K | 0.01% | 388 |
|
|
2022
Q2 | – | Sell |
-2,551
| Closed | -$211K | – | 677 |
|
|
2022
Q1 | $211K | Buy |
+2,551
| New | +$211K | ﹤0.01% | 565 |
|
|
2021
Q4 | – | Sell |
-2,555
| Closed | -$297K | – | 558 |
|
|
2021
Q3 | $297K | Buy |
2,555
+739
| +41% | +$85.9K | 0.01% | 430 |
|
|
2021
Q2 | $403K | Buy |
1,816
+54
| +3% | +$12K | 0.01% | 380 |
|
|
2021
Q1 | $233K | Buy |
+1,762
| New | +$233K | 0.01% | 445 |
|