Signature Estate & Investment Advisors’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,960	Closed	-$299K	–	193
2023 Q4	$299K	Sell	2,960 -114	-4%	-$11.5K	0.01%	148
2023 Q3	$313K	Buy	3,074 +66	+2%	+$6.72K	0.01%	140
2023 Q2	$303K	Buy	+3,008	New	+$303K	0.01%	146