Schubert & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-112
| Closed | -$10.3K | – | 1024 |
|
|
2023
Q1 | $10.3K | Hold |
112
| – | – | 0.01% | 217 |
|
|
2022
Q4 | $10.2K | Sell |
112
-25
| -18% | -$2.27K | 0.01% | 220 |
|
|
2022
Q3 | $10K | Hold |
137
| – | – | 0.01% | 199 |
|
|
2022
Q2 | $12K | Buy |
137
+25
| +22% | +$2.19K | 0.01% | 161 |
|
|
2022
Q1 | $10K | Buy |
+112
| New | +$10K | 0.01% | 116 |
|