Money Concepts Capital’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 |
-11,304
| Closed | -$1.05M | – | 440 |
|
2023
Q1 | $1.05M | Sell |
11,304
-2,439
| -18% | -$226K | 0.06% | 210 |
|
2022
Q4 | $1.25M | Buy |
13,743
+1,485
| +12% | +$135K | 0.06% | 260 |
|
2022
Q3 | $932K | Buy |
12,258
+11,334
| +1,227% | +$862K | 0.06% | 237 |
|
2022
Q2 | $78K | Sell |
924
-2,081
| -69% | -$176K | 0.01% | 616 |
|
2022
Q1 | $264K | Buy |
+3,005
| New | +$264K | 0.01% | 618 |
|