Granite Bay Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,715
Closed -$554K 222
2023
Q4
$554K Buy
5,715
+3,510
+159% +$340K 0.01% 249
2023
Q3
$224K Buy
+2,205
New +$224K ﹤0.01% 302