SAM
SignalPoint Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,657
| Closed | -$217K | – | 241 |
|
|
2021
Q3 | $217K | Hold |
2,657
| – | – | 0.07% | 212 |
|
|
2021
Q2 | $424K | Buy |
2,657
+26
| +1% | +$4.15K | 0.14% | 148 |
|
|
2021
Q1 | $225K | Buy |
2,631
+80
| +3% | +$6.84K | 0.08% | 203 |
|
|
2020
Q4 | $241K | Hold |
2,551
| – | – | 0.09% | 175 |
|
|
2020
Q3 | $222K | Hold |
2,551
| – | – | 0.09% | 174 |
|
|
2020
Q2 | $223K | Buy |
+2,551
| New | +$223K | 0.1% | 163 |
|