IIM
InTrack Investment Management’s Novartis NVS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,900
| Closed | -$449K | – | 121 |
|
2024
Q3 | $449K | Hold |
3,900
| – | – | 0.32% | 88 |
|
2024
Q2 | $415K | Buy |
3,900
+500
| +15% | +$53.2K | 0.3% | 98 |
|
2024
Q1 | $329K | Sell |
3,400
-300
| -8% | -$29K | 0.24% | 106 |
|
2023
Q4 | $374K | Buy |
3,700
+1,350
| +57% | +$136K | 0.28% | 103 |
|
2023
Q3 | $239K | Buy |
+2,350
| New | +$239K | 0.21% | 117 |
|