SteelPeak Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,648
| Closed | -$305K | – | 519 |
|
|
2024
Q3 | $305K | Buy |
2,648
+521
| +24% | +$59.9K | 0.01% | 375 |
|
|
2024
Q2 | $226K | Buy |
+2,127
| New | +$226K | 0.01% | 408 |
|
|
2024
Q1 | – | Sell |
-2,925
| Closed | -$295K | – | 456 |
|
|
2023
Q4 | $295K | Sell |
2,925
-651
| -18% | -$65.7K | 0.02% | 323 |
|
|
2023
Q3 | $364K | Buy |
3,576
+1,276
| +55% | +$130K | 0.02% | 289 |
|
|
2023
Q2 | $232K | Buy |
+2,300
| New | +$232K | 0.01% | 357 |
|
|
2022
Q4 | – | Sell |
-9,072
| Closed | -$690K | – | 433 |
|
|
2022
Q3 | $690K | Sell |
9,072
-199
| -2% | -$15.1K | 0.05% | 199 |
|
|
2022
Q2 | $784K | Buy |
+9,271
| New | +$784K | 0.06% | 193 |
|