PFG Private Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$9.67K | – | 246 |
|
|
2024
Q1 | $9.67K | Hold |
100
| – | – | 0.01% | 135 |
|
|
2023
Q4 | $10.1K | Hold |
100
| – | – | 0.01% | 138 |
|
|
2023
Q3 | $10.2K | Hold |
100
| – | – | 0.01% | 189 |
|
|
2023
Q2 | $10.1K | Hold |
100
| – | – | 0.01% | 211 |
|
|
2023
Q1 | $9.2K | Sell |
100
-29
| -22% | -$2.67K | 0.01% | 208 |
|
|
2022
Q4 | $12K | Buy |
129
+29
| +29% | +$2.7K | 0.01% | 180 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | 0.01% | 195 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 205 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 208 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 206 |
|
|
2021
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 202 |
|