Milestone Investment Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-642
Closed -$65.4K 338
2023
Q3
$65.4K Buy
+642
New +$65.4K 0.02% 173
2023
Q2
Sell
-642
Closed -$59.1K 334
2023
Q1
$59.1K Buy
+642
New +$59.1K 0.02% 190