KLR Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,537
| Closed | -$1.77M | – | 197 |
|
|
2023
Q4 | $1.77M | Buy |
17,537
+10,526
| +150% | +$1.06M | 1.28% | 13 |
|
|
2023
Q3 | $645K | Sell |
7,011
-3,707
| -35% | -$341K | 0.59% | 44 |
|
|
2023
Q2 | $1.08M | Buy |
10,718
+3,419
| +47% | +$345K | 0.89% | 23 |
|
|
2023
Q1 | $672K | Sell |
7,299
-9,176
| -56% | -$844K | 0.59% | 43 |
|
|
2022
Q4 | $1.49M | Buy |
+16,475
| New | +$1.49M | 1.23% | 17 |
|