MAM
McCarthy Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-108
| Closed | -$9K | – | 202 |
|
|
2022
Q1 | $9K | Hold |
108
| – | – | 0.01% | 174 |
|
|
2021
Q4 | $9K | Hold |
108
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $9K | Hold |
108
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $10K | Hold |
108
| – | – | 0.01% | 199 |
|
|
2021
Q1 | $9K | Hold |
108
| – | – | 0.01% | 185 |
|
|
2020
Q4 | $10K | Buy |
+108
| New | +$10K | 0.01% | 173 |
|