Holistic Financial Partners’s Novartis NVS Stock Holding History

Holistic Financial Partners’s Portfolio NVS Stock Details NVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$215K	Hold
2022 Q1	$223K	Buy
2019 Q3	–	Sell
2019 Q2	$371K	Sell
2019 Q1	$386K	Buy
2018 Q4	$304K	Buy
2018 Q3	$301K	Buy
2018 Q2	–	Sell
2018 Q1	$118K	Buy
2017 Q4	$117K	Buy