KMG Fiduciary Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,547
Closed -$372K 206
2021
Q3
$372K Buy
4,547
+939
+26% +$76.8K 0.06% 152
2021
Q2
$329K Buy
3,608
+703
+24% +$64.1K 0.06% 158
2021
Q1
$248K Buy
+2,905
New +$248K 0.05% 154