Stelac Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,660
| Closed | -$169K | – | 102 |
|
|
2023
Q3 | $169K | Buy |
+1,660
| New | +$169K | 0.09% | 83 |
|
|
2019
Q2 | – | Sell |
-1,692
| Closed | -$130K | – | 112 |
|
|
2019
Q1 | $130K | Hold |
1,692
| – | – | 0.06% | 90 |
|
|
2018
Q4 | $130K | Buy |
1,692
+224
| +15% | +$17.2K | 0.06% | 83 |
|
|
2018
Q3 | $113K | Buy |
+1,468
| New | +$113K | 0.03% | 128 |
|