ICW Investment Advisors’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 |
-2,253
| Closed | -$213K | – | 128 |
|
|
2020
Q4 | $213K | Sell |
2,253
-303
| -12% | -$28.6K | 0.15% | 125 |
|
|
2020
Q3 | $222K | Buy |
2,556
+16
| +0.6% | +$1.39K | 0.17% | 122 |
|
|
2020
Q2 | $222K | Buy |
2,540
+85
| +3% | +$7.43K | 0.18% | 118 |
|
|
2020
Q1 | $202K | Buy |
2,455
+522
| +27% | +$43K | 0.19% | 115 |
|
|
2019
Q4 | $183K | Buy |
+1,933
| New | +$183K | 0.15% | 118 |
|