Lion Street Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,884
| Closed | -$239K | – | 288 |
|
|
2023
Q2 | $239K | Buy |
2,884
+55
| +2% | +$4.55K | 0.08% | 204 |
|
|
2023
Q1 | $260K | Buy |
+2,829
| New | +$260K | 0.08% | 199 |
|
|
2022
Q2 | – | Sell |
-2,447
| Closed | -$215K | – | 163 |
|
|
2022
Q1 | $215K | Hold |
2,447
| – | – | 0.11% | 134 |
|
|
2021
Q4 | $214K | Buy |
+2,447
| New | +$214K | 0.1% | 147 |
|
|
2020
Q2 | – | Sell |
-173
| Closed | -$14K | – | 285 |
|
|
2020
Q1 | $14K | Buy |
+173
| New | +$14K | 0.08% | 128 |
|