Phoenix Financial’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 |
-19,775
| Closed | -$2.1M | – | 387 |
|
|
2024
Q2 | $2.1M | Buy |
+19,775
| New | +$2.1M | 0.03% | 182 |
|
|
2023
Q4 | – | Sell |
-10,657
| Closed | -$1.1M | – | 348 |
|
|
2023
Q3 | $1.1M | Buy |
10,657
+5,019
| +89% | +$516K | 0.02% | 209 |
|
|
2023
Q2 | $559K | Buy |
+5,638
| New | +$559K | 0.01% | 237 |
|