JWS
Juncture Wealth Strategies’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,900
| Closed | -$571K | – | 116 |
|
|
2024
Q1 | $571K | Sell |
5,900
-298
| -5% | -$28.8K | 0.25% | 56 |
|
|
2023
Q4 | $626K | Buy |
6,198
+200
| +3% | +$20.2K | 0.28% | 65 |
|
|
2023
Q3 | $611K | Sell |
5,998
-100
| -2% | -$10.2K | 0.3% | 72 |
|
|
2023
Q2 | $615K | Sell |
6,098
-102
| -2% | -$10.3K | 0.29% | 71 |
|
|
2023
Q1 | $570K | Sell |
6,200
-300
| -5% | -$27.6K | 0.28% | 69 |
|
|
2022
Q4 | $590K | Sell |
6,500
-100
| -2% | -$9.07K | 0.28% | 61 |
|
|
2022
Q3 | $502K | Buy |
6,600
+600
| +10% | +$45.6K | 0.25% | 69 |
|
|
2022
Q2 | $507K | Buy |
6,000
+200
| +3% | +$16.9K | 0.25% | 65 |
|
|
2022
Q1 | $509K | Buy |
5,800
+500
| +9% | +$43.9K | 0.24% | 81 |
|
|
2021
Q4 | $464K | Hold |
5,300
| – | – | 0.22% | 88 |
|
|
2021
Q3 | $433K | Buy |
5,300
+400
| +8% | +$32.7K | 0.23% | 79 |
|
|
2021
Q2 | $452K | Sell |
4,900
-300
| -6% | -$27.7K | 0.26% | 76 |
|
|
2021
Q1 | $453K | Hold |
5,200
| – | – | 0.29% | 74 |
|
|
2020
Q4 | $491K | Buy |
5,200
+1,000
| +24% | +$94.4K | 0.31% | 73 |
|
|
2020
Q3 | $365K | Sell |
4,200
-300
| -7% | -$26.1K | 0.25% | 86 |
|
|
2020
Q2 | $393K | Buy |
4,500
+700
| +18% | +$61.1K | 0.3% | 74 |
|
|
2020
Q1 | $313K | Sell |
3,800
-1,700
| -31% | -$140K | 0.29% | 73 |
|
|
2019
Q4 | $521K | Sell |
5,500
-100
| -2% | -$9.47K | 0.41% | 61 |
|
|
2019
Q3 | $487K | Buy |
5,600
+300
| +6% | +$26.1K | 0.43% | 59 |
|
|
2019
Q2 | $484K | Sell |
5,300
-100
| -2% | -$9.13K | 0.39% | 69 |
|
|
2019
Q1 | $519K | Buy |
5,400
+1,500
| +38% | +$144K | 0.4% | 69 |
|
|
2018
Q4 | $335K | Sell |
3,900
-900
| -19% | -$77.3K | 0.23% | 85 |
|
|
2018
Q3 | $414K | Sell |
4,800
-100
| -2% | -$8.63K | 0.22% | 85 |
|
|
2018
Q2 | $370K | Buy |
4,900
+400
| +9% | +$30.2K | 0.2% | 82 |
|
|
2018
Q1 | $364K | Sell |
4,500
-500
| -10% | -$40.4K | 0.2% | 76 |
|
|
2017
Q4 | $420K | Buy |
5,000
+1,600
| +47% | +$134K | 0.24% | 72 |
|
|
2017
Q3 | $292K | Buy |
+3,400
| New | +$292K | 0.16% | 76 |
|
|
2016
Q4 | – | Sell |
-3,100
| Closed | -$245K | – | 84 |
|
|
2016
Q3 | $245K | Sell |
3,100
-4,100
| -57% | -$324K | 0.17% | 75 |
|
|
2016
Q2 | $594K | Sell |
7,200
-700
| -9% | -$57.8K | 0.42% | 56 |
|
|
2016
Q1 | $572K | Sell |
7,900
-1,100
| -12% | -$79.6K | 0.42% | 59 |
|
|
2015
Q4 | $774K | Buy |
9,000
+600
| +7% | +$51.6K | 0.58% | 46 |
|
|
2015
Q3 | $772K | Buy |
8,400
+300
| +4% | +$27.6K | 0.63% | 40 |
|
|
2015
Q2 | $797K | Sell |
8,100
-1,100
| -12% | -$108K | 0.65% | 33 |
|
|
2015
Q1 | $907K | Sell |
9,200
-8,162
| -47% | -$805K | 0.75% | 29 |
|
|
2014
Q4 | $1.65M | Buy |
+17,362
| New | +$1.65M | 0.79% | 34 |
|