Evolution Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-561
| Closed | -$46K | – | 479 |
|
|
2021
Q3 | $46K | Sell |
561
-101
| -15% | -$8.28K | 0.01% | 221 |
|
|
2021
Q2 | $60K | Sell |
662
-77
| -10% | -$6.98K | 0.01% | 196 |
|
|
2021
Q1 | $63K | Sell |
739
-45
| -6% | -$3.84K | 0.01% | 179 |
|
|
2020
Q4 | $74K | Sell |
784
-521
| -40% | -$49.2K | 0.02% | 156 |
|
|
2020
Q3 | $113K | Sell |
1,305
-28
| -2% | -$2.43K | 0.03% | 133 |
|
|
2020
Q2 | $116K | Buy |
1,333
+311
| +30% | +$27.1K | 0.04% | 106 |
|
|
2020
Q1 | $84K | Sell |
1,022
-150
| -13% | -$12.3K | 0.03% | 95 |
|
|
2019
Q4 | $111K | Buy |
1,172
+950
| +428% | +$90K | 0.03% | 102 |
|
|
2019
Q3 | $19K | Sell |
222
-498
| -69% | -$42.6K | 0.01% | 100 |
|
|
2019
Q2 | $66K | Buy |
+720
| New | +$66K | 0.03% | 74 |
|