PRW Wealth Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$383K	Hold	4,083	–	–	0.15%	58
2023 Q2	$404K	Buy	+4,083	New	+$404K	0.14%	39
2021 Q3	–	Sell	-14,421	Closed	-$1.32M	–	229
2021 Q2	$1.32M	Buy	+14,421	New	+$1.32M	0.39%	81