GoalVest Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-77
| Closed | -$7.45K | – | 390 |
|
|
2024
Q1 | $7.45K | Hold |
77
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $7.78K | Sell |
77
-195
| -72% | -$19.7K | ﹤0.01% | 268 |
|
|
2023
Q3 | $27.7K | Buy |
272
+86
| +46% | +$8.76K | 0.01% | 186 |
|
|
2023
Q2 | $18.8K | Buy |
+186
| New | +$18.8K | 0.01% | 206 |
|
|
2022
Q2 | – | Sell |
-3,621
| Closed | -$318K | – | 476 |
|
|
2022
Q1 | $318K | Buy |
+3,621
| New | +$318K | 0.18% | 102 |
|
|
2021
Q2 | $387K | Buy |
+4,239
| New | +$387K | 0.24% | 96 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$1K | – | 215 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 198 |
|