Financial Synergies Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-208
| Closed | -$20.1K | – | 327 |
|
|
2024
Q1 | $20.1K | Hold |
208
| – | – | ﹤0.01% | 195 |
|
|
2023
Q4 | $18.9K | Hold |
208
| – | – | ﹤0.01% | 143 |
|
|
2023
Q3 | $21.2K | Hold |
208
| – | – | ﹤0.01% | 170 |
|
|
2023
Q2 | $21K | Sell |
208
-96
| -32% | -$9.69K | ﹤0.01% | 163 |
|
|
2023
Q1 | $28K | Buy |
304
+96
| +46% | +$8.83K | ﹤0.01% | 148 |
|
|
2022
Q4 | $18.9K | Buy |
+208
| New | +$18.9K | ﹤0.01% | 143 |
|