Fiduciary Planning’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-299	Closed	-$26K	–	194
2021 Q1	$26K	Buy	299 +144	+93%	+$12.5K	0.04%	99
2020 Q4	$15K	Hold	155	–	–	0.02%	125
2020 Q3	$13K	Buy	+155	New	+$13K	0.02%	99