Retirement Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $38.7K | Buy |
400
+146
| +57% | +$14.1K | 0.01% | 267 |
|
|
2023
Q4 | $25.6K | Buy |
254
+22
| +9% | +$2.22K | 0.01% | 306 |
|
|
2023
Q3 | $23.6K | Hold |
232
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $23.4K | Buy |
232
+19
| +9% | +$1.92K | 0.01% | 299 |
|
|
2023
Q1 | $20K | Hold |
213
| – | – | 0.01% | 302 |
|
|
2022
Q4 | $19K | Buy |
+213
| New | +$19K | 0.01% | 282 |
|
|
2022
Q3 | – | Sell |
-213
| Closed | -$18K | – | 706 |
|
|
2022
Q2 | $18K | Hold |
213
| – | – | 0.01% | 342 |
|
|
2022
Q1 | $19K | Buy |
+213
| New | +$19K | 0.01% | 352 |
|