First Trust Direct Indexing’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $2.62M | Buy |
|
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.04M | Buy |
|
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|
2023
Q4 | $2.08M | Buy |
|
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|
2023
Q3 | $1.89M | Buy |
|
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|
2023
Q2 | $1.68M | Buy |
|
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|
2023
Q1 | $1.37M | Buy |
|
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|
2022
Q4 | $1.3M | Sell |
|
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|
2022
Q3 | $2.04M | Buy |
|
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|
2022
Q2 | $2.17M | Buy |
|
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|
2022
Q1 | $1.02M | Buy |
|
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|
2021
Q4 | $689K | Sell |
|
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|
2021
Q3 | $653K | Sell |
|
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $42K | Buy |
|