Laidlaw Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,305
| Closed | -$212K | – | 369 |
|
|
2023
Q1 | $212K | Hold |
2,305
| – | – | 0.04% | 324 |
|
|
2022
Q4 | $209K | Buy |
+2,305
| New | +$209K | 0.04% | 328 |
|
|
2022
Q3 | – | Sell |
-2,745
| Closed | -$232K | – | 355 |
|
|
2022
Q2 | $232K | Sell |
2,745
-40
| -1% | -$3.38K | 0.05% | 317 |
|
|
2022
Q1 | $244K | Sell |
2,785
-30
| -1% | -$2.63K | 0.04% | 331 |
|
|
2021
Q4 | $246K | Sell |
2,815
-158
| -5% | -$13.8K | 0.04% | 342 |
|
|
2021
Q3 | $243K | Buy |
2,973
+320
| +12% | +$26.2K | 0.06% | 213 |
|
|
2021
Q2 | $242K | Buy |
2,653
+34
| +1% | +$3.1K | 0.06% | 220 |
|
|
2021
Q1 | $224K | Buy |
2,619
+275
| +12% | +$23.5K | 0.08% | 194 |
|
|
2020
Q4 | $221K | Buy |
+2,344
| New | +$221K | 0.05% | 320 |
|