SYSTM Wealth Solutions’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,771
| Closed | -$402K | – | 456 |
|
|
2024
Q2 | $402K | Sell |
3,771
-659
| -15% | -$70.2K | 0.09% | 154 |
|
|
2024
Q1 | $436K | Sell |
4,430
-1,466
| -25% | -$144K | 0.06% | 297 |
|
|
2023
Q4 | $595K | Sell |
5,896
-739
| -11% | -$74.6K | 0.08% | 252 |
|
|
2023
Q3 | $676K | Sell |
6,635
-3,262
| -33% | -$332K | 0.1% | 236 |
|
|
2023
Q2 | $999K | Sell |
9,897
-120
| -1% | -$12.1K | 0.14% | 198 |
|
|
2023
Q1 | $922K | Sell |
10,017
-940
| -9% | -$86.5K | 0.14% | 188 |
|
|
2022
Q4 | $994K | Buy |
+10,957
| New | +$994K | 0.12% | 211 |
|