Harvest Group Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-111
| Closed | -$10K | – | 487 |
|
|
2020
Q4 | $10K | Hold |
111
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $10K | Hold |
111
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $9K | Hold |
111
| – | – | 0.01% | 221 |
|
|
2020
Q1 | $9K | Hold |
111
| – | – | 0.01% | 215 |
|
|
2019
Q4 | $10K | Sell |
111
-168
| -60% | -$15.1K | 0.01% | 245 |
|
|
2019
Q3 | $24K | Hold |
279
| – | – | 0.03% | 143 |
|
|
2019
Q2 | $25K | Sell |
279
-32
| -10% | -$2.87K | 0.03% | 133 |
|
|
2019
Q1 | $27K | Buy |
+311
| New | +$27K | 0.02% | 136 |
|