Fortis Advisors’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	-1,000	Closed	-$92K	–	200
2023 Q1	$92K	Hold	1,000	–	–	0.06%	130
2022 Q4	$90.7K	Hold	1,000	–	–	0.07%	120
2022 Q3	$76K	Hold	1,000	–	–	0.05%	137
2022 Q2	$85K	Hold	1,000	–	–	0.06%	140
2022 Q1	$88K	Hold	1,000	–	–	0.05%	168
2021 Q4	$87K	Hold	1,000	–	–	0.05%	149
2021 Q3	$82K	Hold	1,000	–	–	0.05%	155
2021 Q2	$91K	Hold	1,000	–	–	0.05%	158
2021 Q1	$85K	Hold	1,000	–	–	0.06%	120
2020 Q4	$94K	Hold	1,000	–	–	0.08%	84
2020 Q3	$87K	Sell	1,000 -2,000	-67%	-$174K	0.08%	80
2020 Q2	$262K	Sell	3,000 -110	-4%	-$9.61K	0.26%	49
2020 Q1	$256K	Hold	3,110	–	–	0.17%	60
2019 Q4	$294K	Hold	3,110	–	–	0.18%	79
2019 Q3	$270K	Buy	3,110 +110	+4%	+$9.55K	0.13%	79
2019 Q2	$274K	Sell	3,000 -348	-10%	-$31.8K	0.13%	80
2019 Q1	$288K	Hold	3,348	–	–	0.15%	66
2018 Q4	$257K	Hold	3,348	–	–	0.16%	63
2018 Q3	$258K	Hold	3,348	–	–	0.14%	64
2018 Q2	$227K	Hold	3,348	–	–	0.13%	68
2018 Q1	$243K	Hold	3,348	–	–	0.13%	62
2017 Q4	$252K	Hold	3,348	–	–	0.15%	57
2017 Q3	$258K	Sell	3,348 -20	-0.6%	-$1.54K	0.18%	53
2017 Q2	$252K	Hold	3,368	–	–	0.2%	61
2017 Q1	$224K	Buy	3,368 +20	+0.6%	+$1.33K	0.2%	59
2016 Q4	$219K	Buy	+3,348	New	+$219K	0.23%	33