SWA
Sutton Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-53
| Closed | -$4.88K | – | 866 |
|
|
2023
Q1 | $4.88K | Sell |
53
-1,882
| -97% | -$173K | ﹤0.01% | 528 |
|
|
2022
Q4 | $176K | Hold |
1,935
| – | – | 0.07% | 188 |
|
|
2022
Q3 | $147K | Buy |
1,935
+983
| +103% | +$74.7K | 0.06% | 199 |
|
|
2022
Q2 | $80.5K | Buy |
952
+446
| +88% | +$37.7K | 0.03% | 273 |
|
|
2022
Q1 | $44.4K | Buy |
506
+453
| +855% | +$39.8K | 0.02% | 438 |
|
|
2021
Q4 | $4.64K | Hold |
53
| – | – | ﹤0.01% | 1084 |
|
|
2021
Q3 | $4.33K | Hold |
53
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q2 | $4.84K | Hold |
53
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q1 | $4.53K | Hold |
53
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q4 | $5.01K | Hold |
53
| – | – | ﹤0.01% | 979 |
|
|
2020
Q3 | $4.61K | Hold |
53
| – | – | ﹤0.01% | 948 |
|
|
2020
Q2 | $4.63K | Hold |
53
| – | – | ﹤0.01% | 922 |
|
|
2020
Q1 | $4.37K | Hold |
53
| – | – | ﹤0.01% | 857 |
|
|
2019
Q4 | $5.02K | Hold |
53
| – | – | ﹤0.01% | 947 |
|
|
2019
Q3 | $4.61K | Hold |
53
| – | – | ﹤0.01% | 958 |
|
|
2019
Q2 | $4.84K | Hold |
53
| – | – | ﹤0.01% | 938 |
|
|
2019
Q1 | $5.1K | Hold |
53
| – | – | ﹤0.01% | 931 |
|
|
2018
Q4 | $4.55K | Hold |
53
| – | – | ﹤0.01% | 901 |
|
|
2018
Q3 | $4.57K | Hold |
53
| – | – | ﹤0.01% | 905 |
|
|
2018
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 945 |
|
|
2018
Q1 | $4.29K | Hold |
53
| – | – | ﹤0.01% | 936 |
|
|
2017
Q4 | $4.45K | Hold |
53
| – | – | ﹤0.01% | 901 |
|
|
2017
Q3 | $4.55K | Hold |
53
| – | – | ﹤0.01% | 887 |
|
|
2017
Q2 | $4.42K | Hold |
53
| – | – | ﹤0.01% | 891 |
|
|
2017
Q1 | $3.94K | Hold |
53
| – | – | ﹤0.01% | 873 |
|
|
2016
Q4 | $3.86K | Hold |
53
| – | – | ﹤0.01% | 874 |
|
|
2016
Q3 | $4.19K | Hold |
53
| – | – | ﹤0.01% | 854 |
|
|
2016
Q2 | $4.37K | Sell |
53
-350
| -87% | -$28.9K | ﹤0.01% | 809 |
|
|
2016
Q1 | $29.2K | Buy |
+403
| New | +$29.2K | 0.03% | 343 |
|