Steward Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 747 |
|
|
2023
Q2 | – | Sell |
-122
| Closed | -$11K | – | 819 |
|
|
2023
Q1 | $11K | Sell |
122
-57
| -32% | -$5.14K | ﹤0.01% | 182 |
|
|
2022
Q4 | $16K | Buy |
+179
| New | +$16K | 0.01% | 123 |
|
|
2022
Q3 | – | Sell |
-122
| Closed | -$10K | – | 915 |
|
|
2022
Q2 | $10K | Buy |
+122
| New | +$10K | 0.01% | 243 |
|