Knowledge Leaders Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,517
| Closed | -$799K | – | 120 |
|
|
2022
Q3 | $799K | Sell |
10,517
-512
| -5% | -$38.9K | 1.02% | 30 |
|
|
2022
Q2 | $932K | Buy |
11,029
+241
| +2% | +$20.4K | 0.9% | 42 |
|
|
2022
Q1 | $947K | Hold |
10,788
| – | – | 0.68% | 61 |
|
|
2021
Q4 | $944K | Sell |
10,788
-1,540
| -12% | -$135K | 0.69% | 64 |
|
|
2021
Q3 | $1.01M | Buy |
12,328
+92
| +0.8% | +$7.52K | 0.81% | 47 |
|
|
2021
Q2 | $1.12M | Buy |
12,236
+2,724
| +29% | +$248K | 0.75% | 45 |
|
|
2021
Q1 | $813K | Hold |
9,512
| – | – | 0.65% | 73 |
|
|
2020
Q4 | $898K | Hold |
9,512
| – | – | 0.78% | 49 |
|
|
2020
Q3 | $827K | Hold |
9,512
| – | – | 0.78% | 44 |
|
|
2020
Q2 | $831K | Buy |
+9,512
| New | +$831K | 0.84% | 35 |
|