Symphony Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,198
| Closed | -$383K | – | 182 |
|
|
2021
Q2 | $383K | Buy |
+4,198
| New | +$383K | 0.13% | 119 |
|
|
2020
Q4 | – | Sell |
-3,262
| Closed | -$284K | – | 154 |
|
|
2020
Q3 | $284K | Buy |
+3,262
| New | +$284K | 0.12% | 107 |
|
|
2020
Q2 | – | Sell |
-3,302
| Closed | -$270K | – | 140 |
|
|
2020
Q1 | $270K | Buy |
+3,302
| New | +$270K | 0.19% | 76 |
|