SWM
Selective Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51
| Closed | -$4K | – | 809 |
|
|
2022
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 616 |
|
|
2021
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 569 |
|
|
2021
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $5K | Sell |
51
-250
| -83% | -$24.5K | ﹤0.01% | 407 |
|
|
2021
Q1 | $26K | Sell |
301
-52
| -15% | -$4.49K | 0.02% | 176 |
|
|
2020
Q4 | $33K | Buy |
353
+103
| +41% | +$9.63K | 0.02% | 140 |
|
|
2020
Q3 | $22K | Hold |
250
| – | – | 0.02% | 147 |
|
|
2020
Q2 | $22K | Buy |
+250
| New | +$22K | 0.02% | 167 |
|