OptiFour Integrated Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$339K Hold
3,578
0.23% 48
2019
Q3
$311K Sell
3,578
-180
-5% -$15.6K 0.22% 52
2019
Q2
$343K Buy
+3,758
New +$343K 0.24% 52