Moser Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,465
| Closed | -$915K | – | 141 |
|
|
2021
Q4 | $915K | Hold |
10,465
| – | – | 0.55% | 41 |
|
|
2021
Q3 | $856K | Buy |
10,465
+1,150
| +12% | +$94.1K | 0.55% | 45 |
|
|
2021
Q2 | $850K | Sell |
9,315
-1,525
| -14% | -$139K | 0.55% | 44 |
|
|
2021
Q1 | $927K | Buy |
10,840
+25
| +0.2% | +$2.14K | 0.65% | 39 |
|
|
2020
Q4 | $1.02M | Hold |
10,815
| – | – | 0.75% | 32 |
|
|
2020
Q3 | $940K | Sell |
10,815
-75
| -0.7% | -$6.52K | 0.75% | 29 |
|
|
2020
Q2 | $951K | Hold |
10,890
| – | – | 0.91% | 28 |
|
|
2020
Q1 | $898K | Sell |
10,890
-175
| -2% | -$14.4K | 1.04% | 24 |
|
|
2019
Q4 | $1.05M | Buy |
+11,065
| New | +$1.05M | 1.01% | 22 |
|