Pathway Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,968
| Closed | -$210K | – | 174 |
|
|
2024
Q2 | $210K | Buy |
+1,968
| New | +$210K | 0.06% | 157 |
|
|
2018
Q3 | – | Sell |
-576
| Closed | -$39K | – | 275 |
|
|
2018
Q2 | $39K | Hold |
576
| – | – | 0.02% | 289 |
|
|
2018
Q1 | $42K | Hold |
576
| – | – | 0.02% | 283 |
|
|
2017
Q4 | $43K | Buy |
+576
| New | +$43K | 0.02% | 296 |
|