Sculati Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,244
| Closed | -$1.53M | – | 120 |
|
|
2020
Q4 | $1.53M | Sell |
16,244
-520
| -3% | -$49.1K | 1.01% | 34 |
|
|
2020
Q3 | $1.46M | Buy |
16,764
+637
| +4% | +$55.4K | 1.09% | 29 |
|
|
2020
Q2 | $1.41M | Buy |
16,127
+1,582
| +11% | +$138K | 1.19% | 31 |
|
|
2020
Q1 | $1.2M | Buy |
14,545
+3,075
| +27% | +$253K | 1.32% | 26 |
|
|
2019
Q4 | $1.09M | Buy |
+11,470
| New | +$1.09M | 0.97% | 38 |
|