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