GYL Financial Synergies’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,425
| Closed | -$365K | – | 370 |
|
2024
Q2 | $365K | Buy |
3,425
+66
| +2% | +$7.03K | 0.03% | 274 |
|
2024
Q1 | $325K | Buy |
3,359
+10
| +0.3% | +$967 | 0.03% | 290 |
|
2023
Q4 | $338K | Sell |
3,349
-179
| -5% | -$18.1K | 0.03% | 276 |
|
2023
Q3 | $359K | Buy |
3,528
+255
| +8% | +$26K | 0.03% | 263 |
|
2023
Q2 | $330K | Buy |
+3,273
| New | +$330K | 0.03% | 276 |
|