Holistic Financial Partners’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 |
-2,544
| Closed | -$215K | – | 93 |
|
|
2022
Q2 | $215K | Hold |
2,544
| – | – | 0.2% | 83 |
|
|
2022
Q1 | $223K | Buy |
+2,544
| New | +$223K | 0.14% | 96 |
|
|
2019
Q3 | – | Sell |
-4,067
| Closed | -$371K | – | 96 |
|
|
2019
Q2 | $371K | Sell |
4,067
-416
| -9% | -$37.9K | 0.37% | 35 |
|
|
2019
Q1 | $386K | Buy |
4,483
+523
| +13% | +$45K | 0.16% | 64 |
|
|
2018
Q4 | $304K | Buy |
3,960
+57
| +1% | +$4.38K | 0.32% | 39 |
|
|
2018
Q3 | $301K | Buy |
+3,903
| New | +$301K | 0.28% | 45 |
|
|
2018
Q2 | – | Sell |
-1,625
| Closed | -$118K | – | 263 |
|
|
2018
Q1 | $118K | Buy |
1,625
+76
| +5% | +$5.52K | 0.1% | 98 |
|
|
2017
Q4 | $117K | Buy |
+1,549
| New | +$117K | 0.1% | 100 |
|