First Heartland Consultants’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,566
| Closed | -$420K | – | 389 |
|
|
2023
Q1 | $420K | Buy |
4,566
+13
| +0.3% | +$1.2K | 0.06% | 228 |
|
|
2022
Q4 | $413K | Buy |
+4,553
| New | +$413K | 0.07% | 227 |
|
|
2016
Q3 | – | Sell |
-3,775
| Closed | -$279 | – | 330 |
|
|
2016
Q2 | $279 | Buy |
+3,775
| New | +$279 | 0.03% | 240 |
|
|
2014
Q4 | – | Sell |
-2,375
| Closed | -$200K | – | 264 |
|
|
2014
Q3 | $200K | Buy |
+2,375
| New | +$200K | 0.09% | 232 |
|