Lyell 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 |
-2,800
| Closed | -$258K | – | 194 |
|
|
2023
Q1 | $258K | Hold |
2,800
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $254K | Hold |
2,800
| – | – | 0.04% | 170 |
|
|
2022
Q3 | $213K | Hold |
2,800
| – | – | 0.04% | 180 |
|
|
2022
Q2 | $237K | Hold |
2,800
| – | – | 0.04% | 172 |
|
|
2022
Q1 | $246K | Buy |
+2,800
| New | +$246K | 0.03% | 181 |
|