Litman Gregory Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-469
| Closed | -$40K | – | 149 |
|
|
2021
Q1 | $40K | Hold |
469
| – | – | 0.01% | 105 |
|
|
2020
Q4 | $44K | Hold |
469
| – | – | 0.01% | 103 |
|
|
2020
Q3 | $41K | Hold |
469
| – | – | 0.01% | 103 |
|
|
2020
Q2 | $41K | Hold |
469
| – | – | 0.01% | 100 |
|
|
2020
Q1 | $39K | Sell |
469
-61
| -12% | -$5.07K | 0.01% | 92 |
|
|
2019
Q4 | $50K | Buy |
530
+130
| +33% | +$12.3K | 0.01% | 93 |
|
|
2019
Q3 | $35K | Hold |
400
| – | – | 0.01% | 87 |
|
|
2019
Q2 | $37K | Sell |
400
-46
| -10% | -$4.26K | 0.01% | 104 |
|
|
2019
Q1 | $38K | Hold |
446
| – | – | 0.01% | 74 |
|
|
2018
Q4 | $34K | Hold |
446
| – | – | 0.01% | 80 |
|
|
2018
Q3 | $34K | Hold |
446
| – | – | 0.01% | 65 |
|
|
2018
Q2 | $30K | Sell |
446
-614
| -58% | -$41.3K | 0.01% | 62 |
|
|
2018
Q1 | $77K | Buy |
+1,060
| New | +$77K | 0.03% | 67 |
|