KTM
Keeler Thomas Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34,072
| Closed | -$3.09M | – | 81 |
|
|
2022
Q4 | $3.09M | Sell |
34,072
-8,870
| -21% | -$805K | 1.56% | 26 |
|
|
2022
Q3 | $3.26M | Buy |
42,942
+24,117
| +128% | +$1.83M | 1.66% | 28 |
|
|
2022
Q2 | $2.11M | Buy |
+18,825
| New | +$2.11M | 1.04% | 34 |
|