Parisi Gray Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-486
| Closed | -$44K | – | 397 |
|
|
2021
Q2 | $44K | Buy |
+486
| New | +$44K | 0.02% | 310 |
|
|
2019
Q2 | – | Sell |
-668
| Closed | -$58K | – | 332 |
|
|
2019
Q1 | $58K | Sell |
668
-56
| -8% | -$4.86K | 0.04% | 200 |
|
|
2018
Q4 | $55K | Buy |
724
+54
| +8% | +$4.1K | 0.04% | 194 |
|
|
2018
Q3 | $52K | Hold |
670
| – | – | 0.03% | 220 |
|
|
2018
Q2 | $46K | Hold |
670
| – | – | 0.03% | 241 |
|
|
2018
Q1 | $48K | Hold |
670
| – | – | 0.04% | 220 |
|
|
2017
Q4 | $51K | Buy |
+670
| New | +$51K | 0.04% | 217 |
|