MAWCM
Mine & Arao Wealth Creation & Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-299
| Closed | -$28.9K | – | 264 |
|
|
2024
Q1 | $28.9K | Hold |
299
| – | – | 0.01% | 167 |
|
|
2023
Q4 | $30.2K | Hold |
299
| – | – | 0.02% | 166 |
|
|
2023
Q3 | $30.5K | Hold |
299
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $30.2K | Buy |
299
+99
| +50% | +$9.99K | 0.02% | 169 |
|
|
2023
Q1 | $18.4K | Hold |
200
| – | – | 0.01% | 192 |
|
|
2022
Q4 | $18.1K | Hold |
200
| – | – | 0.01% | 188 |
|
|
2022
Q3 | $15K | Hold |
200
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $17K | Hold |
200
| – | – | 0.01% | 201 |
|
|
2022
Q1 | $18K | Hold |
200
| – | – | 0.01% | 203 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $16K | Hold |
200
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $18K | Hold |
200
| – | – | 0.01% | 201 |
|
|
2021
Q1 | $17K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $19K | Hold |
200
| – | – | 0.01% | 180 |
|
|
2020
Q3 | $17K | Hold |
200
| – | – | 0.01% | 171 |
|
|
2020
Q2 | $17K | Hold |
200
| – | – | 0.02% | 163 |
|
|
2020
Q1 | $16K | Hold |
200
| – | – | 0.02% | 156 |
|
|
2019
Q4 | $19K | Buy |
+200
| New | +$19K | 0.02% | 170 |
|