Executive Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-300
Closed -$27K 561
2019
Q2
$27K Sell
300
-35
-10% -$3.15K ﹤0.01% 419
2019
Q1
$29K Sell
335
-128
-28% -$11.1K 0.01% 362
2018
Q4
$36K Buy
+463
New +$36K 0.01% 332