FourThought Financial Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,862
Closed -$495K 331
2023
Q3
$495K Sell
4,862
-575
-11% -$58.6K 0.07% 186
2023
Q2
$549K Sell
5,437
-955
-15% -$96.4K 0.07% 178
2023
Q1
$588K Sell
6,392
-704
-10% -$64.8K 0.08% 164
2022
Q4
$644K Buy
+7,096
New +$644K 0.09% 159