PWAG
Polaris Wealth Advisory Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-37,090
| Closed | -$3.26M | – | 177 |
|
|
2020
Q2 | $3.26M | Buy |
+37,090
| New | +$3.26M | 0.26% | 72 |
|
|
2020
Q1 | – | Sell |
-38,464
| Closed | -$3.66M | – | 162 |
|
|
2019
Q4 | $3.66M | Buy |
+38,464
| New | +$3.66M | 0.24% | 77 |
|
|
2016
Q2 | – | Sell |
-2,892
| Closed | -$209K | – | 124 |
|
|
2016
Q1 | $209K | Sell |
2,892
-4,510
| -61% | -$326K | 0.03% | 102 |
|
|
2015
Q4 | $637K | Buy |
+7,402
| New | +$637K | 0.1% | 71 |
|