Retirement Planning Company of New England’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,695
| Closed | -$272K | – | 225 |
|
|
2023
Q2 | $272K | Sell |
2,695
-46
| -2% | -$4.64K | 0.16% | 170 |
|
|
2023
Q1 | $252K | Buy |
2,741
+19
| +0.7% | +$1.75K | 0.15% | 176 |
|
|
2022
Q4 | $247K | Sell |
2,722
-8
| -0.3% | -$726 | 0.16% | 176 |
|
|
2022
Q3 | $207K | Hold |
2,730
| – | – | 0.15% | 187 |
|
|
2022
Q2 | $230K | Buy |
2,730
+5
| +0.2% | +$421 | 0.16% | 180 |
|
|
2022
Q1 | $239K | Buy |
2,725
+94
| +4% | +$8.24K | 0.14% | 197 |
|
|
2021
Q4 | $230K | Buy |
+2,631
| New | +$230K | 0.11% | 194 |
|