Quantum Private Wealth’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,939
Closed -$257K 198
2022
Q1
$257K Sell
2,939
-2,000
-40% -$175K 0.11% 159
2021
Q4
$432K Buy
+4,939
New +$432K 0.16% 122