Lee Financial’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-300	Closed	-$27.2K	–	908
2022 Q4	$27.2K	Sell	300 -600	-67%	-$54.4K	﹤0.01%	305
2022 Q3	$68K	Hold	900	–	–	0.01%	227
2022 Q2	$76K	Hold	900	–	–	0.01%	209
2022 Q1	$79K	Hold	900	–	–	0.01%	204
2021 Q4	$79K	Hold	900	–	–	0.01%	211
2021 Q3	$74K	Hold	900	–	–	0.02%	199
2021 Q2	$82K	Hold	900	–	–	0.02%	194
2021 Q1	$77K	Hold	900	–	–	0.02%	197
2020 Q4	$85K	Hold	900	–	–	0.02%	172
2020 Q3	$78K	Hold	900	–	–	0.02%	177
2020 Q2	$79K	Buy	900 +300	+50%	+$26.3K	0.02%	161
2020 Q1	$49K	Hold	600	–	–	0.02%	174
2019 Q4	$57K	Hold	600	–	–	0.01%	181
2019 Q3	$52K	Hold	600	–	–	0.01%	187
2019 Q2	$55K	Sell	600 -70	-10%	-$6.42K	0.01%	193
2019 Q1	$58K	Hold	670	–	–	0.01%	186
2018 Q4	$51K	Hold	670	–	–	0.01%	180
2018 Q3	$52K	Sell	670 -110	-14%	-$8.54K	0.01%	188
2018 Q2	$52K	Hold	780	–	–	0.01%	264
2018 Q1	$57K	Buy	780 +110	+16%	+$8.04K	0.01%	250
2017 Q4	$50K	Hold	670	–	–	0.01%	188
2017 Q3	$52K	Hold	670	–	–	0.02%	179
2017 Q2	$50K	Hold	670	–	–	0.02%	190
2017 Q1	$45K	Hold	670	–	–	0.02%	179
2016 Q4	$44K	Buy	+670	New	+$44K	0.02%	184