Graves Light Lenhart Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-592
| Closed | -$50K | – | 442 |
|
|
2022
Q2 | $50K | Sell |
592
-60
| -9% | -$5.07K | 0.01% | 305 |
|
|
2022
Q1 | $57K | Sell |
652
-1,302
| -67% | -$114K | 0.01% | 342 |
|
|
2021
Q4 | $171K | Buy |
1,954
+110
| +6% | +$9.63K | 0.02% | 208 |
|
|
2021
Q3 | $151K | Buy |
1,844
+68
| +4% | +$5.57K | 0.02% | 208 |
|
|
2021
Q2 | $162K | Buy |
1,776
+140
| +9% | +$12.8K | 0.03% | 197 |
|
|
2021
Q1 | $140K | Sell |
1,636
-42
| -3% | -$3.59K | 0.02% | 217 |
|
|
2020
Q4 | $158K | Buy |
+1,678
| New | +$158K | 0.03% | 194 |
|