Hotaling Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $210K | Buy |
+2,315
| New | +$210K | 0.1% | 113 |
|
|
2022
Q3 | – | Sell |
-3,630
| Closed | -$307K | – | 121 |
|
|
2022
Q2 | $307K | Buy |
3,630
+1,315
| +57% | +$111K | 0.13% | 101 |
|
|
2022
Q1 | $203K | Sell |
2,315
-1,315
| -36% | -$115K | 0.08% | 123 |
|
|
2021
Q4 | $318K | Buy |
+3,630
| New | +$318K | 0.11% | 105 |
|
|
2021
Q3 | – | Sell |
-3,630
| Closed | -$331K | – | 131 |
|
|
2021
Q2 | $331K | Buy |
+3,630
| New | +$331K | 0.13% | 99 |
|
|
2021
Q1 | – | Sell |
-2,315
| Closed | -$219K | – | 122 |
|
|
2020
Q4 | $219K | Hold |
2,315
| – | – | 0.1% | 103 |
|
|
2020
Q3 | $201K | Buy |
+2,315
| New | +$201K | 0.11% | 104 |
|