Sterling Investment Advisors (Pennsylvania)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-273
| Closed | -$23K | – | 363 |
|
|
2022
Q2 | $23K | Hold |
273
| – | – | 0.01% | 315 |
|
|
2022
Q1 | $24K | Buy |
273
+110
| +67% | +$9.67K | 0.01% | 341 |
|
|
2021
Q4 | $14K | Hold |
163
| – | – | ﹤0.01% | 407 |
|
|
2021
Q3 | $13K | Hold |
163
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $15K | Sell |
163
-60
| -27% | -$5.52K | ﹤0.01% | 392 |
|
|
2021
Q1 | $19K | Buy |
223
+160
| +254% | +$13.6K | 0.01% | 344 |
|
|
2020
Q4 | $6K | Hold |
63
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $5K | Hold |
63
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 382 |
|
|
2020
Q1 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 345 |
|