Intercontinental Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $753K | Buy |
7,464
+118
| +2% | +$11.9K | 0.18% | 125 |
|
|
2023
Q1 | $676K | Sell |
7,346
-94
| -1% | -$8.65K | 0.17% | 138 |
|
|
2022
Q4 | $675K | Sell |
7,440
-64
| -0.9% | -$5.81K | 0.2% | 116 |
|
|
2022
Q3 | $570K | Sell |
7,504
-101
| -1% | -$7.67K | 0.18% | 130 |
|
|
2022
Q2 | $643K | Buy |
+7,605
| New | +$643K | 0.17% | 120 |
|
|
2017
Q1 | – | Sell |
-4,196
| Closed | -$274K | – | 156 |
|
|
2016
Q4 | $274K | Sell |
4,196
-257
| -6% | -$16.8K | 0.18% | 118 |
|
|
2016
Q3 | $315K | Sell |
4,453
-433
| -9% | -$30.6K | 0.22% | 90 |
|
|
2016
Q2 | $361K | Sell |
4,886
-228
| -4% | -$16.8K | 0.27% | 82 |
|
|
2016
Q1 | $332K | Sell |
5,114
-576
| -10% | -$37.4K | 0.25% | 89 |
|
|
2015
Q4 | $439K | Buy |
+5,690
| New | +$439K | 0.3% | 73 |
|