Sullivan, Bruyette, Speros & Blaney’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,210
Closed -$114K 423
2020
Q4
$114K Buy
+1,210
New +$114K 0.01% 373
2020
Q1
Sell
-1,335
Closed -$126K 329
2019
Q4
$126K Buy
+1,335
New +$126K 0.01% 310