Straight Path Wealth Management’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 |
-2,507
| Closed | -$253K | – | 99 |
|
|
2023
Q4 | $253K | Hold |
2,507
| – | – | 0.15% | 76 |
|
|
2023
Q3 | $255K | Hold |
2,507
| – | – | 0.17% | 63 |
|
|
2023
Q2 | $253K | Hold |
2,507
| – | – | 0.17% | 67 |
|
|
2023
Q1 | $231K | Sell |
2,507
-7
| -0.3% | -$644 | 0.18% | 62 |
|
|
2022
Q4 | $228K | Buy |
+2,514
| New | +$228K | 0.22% | 60 |
|
|
2022
Q3 | – | Sell |
-2,514
| Closed | -$213K | – | 78 |
|
|
2022
Q2 | $213K | Hold |
2,514
| – | – | 0.21% | 64 |
|
|
2022
Q1 | $221K | Hold |
2,514
| – | – | 0.19% | 63 |
|
|
2021
Q4 | $220K | Buy |
+2,514
| New | +$220K | 0.19% | 68 |
|