Foresight Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,696
| Closed | -$737K | – | 76 |
|
|
2022
Q3 | $737K | Buy |
9,696
+588
| +6% | +$44.7K | 0.17% | 53 |
|
|
2022
Q2 | $770K | Buy |
9,108
+632
| +7% | +$53.4K | 0.16% | 53 |
|
|
2022
Q1 | $744K | Buy |
8,476
+1,769
| +26% | +$155K | 0.14% | 59 |
|
|
2021
Q4 | $587K | Buy |
6,707
+376
| +6% | +$32.9K | 0.01% | 66 |
|
|
2021
Q3 | $518K | Sell |
6,331
-381
| -6% | -$31.2K | 0.1% | 69 |
|
|
2021
Q2 | $612K | Buy |
6,712
+889
| +15% | +$81.1K | 0.14% | 67 |
|
|
2021
Q1 | $498K | Buy |
5,823
+1,726
| +42% | +$148K | 0.13% | 71 |
|
|
2020
Q4 | $387K | Buy |
+4,097
| New | +$387K | 0.1% | 78 |
|