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