Independent Solutions Wealth Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,067	Closed	-$720K	–	193
2023 Q3	$720K	Buy	7,067 +3,725	+111%	+$379K	0.19%	108
2023 Q2	$337K	Buy	+3,342	New	+$337K	0.08%	157