Teamwork Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,506
| Closed | -$307K | – | 308 |
|
|
2021
Q4 | $307K | Sell |
3,506
-66
| -2% | -$5.78K | 0.06% | 235 |
|
|
2021
Q3 | $292K | Hold |
3,572
| – | – | 0.06% | 218 |
|
|
2021
Q2 | $326K | Buy |
3,572
+166
| +5% | +$15.2K | 0.07% | 187 |
|
|
2021
Q1 | $291K | Buy |
3,406
+81
| +2% | +$6.92K | 0.07% | 189 |
|
|
2020
Q4 | $314K | Hold |
3,325
| – | – | 0.07% | 160 |
|
|
2020
Q3 | $289K | Hold |
3,325
| – | – | 0.09% | 144 |
|
|
2020
Q2 | $290K | Hold |
3,325
| – | – | 0.1% | 147 |
|
|
2020
Q1 | $274K | Buy |
+3,325
| New | +$274K | 0.17% | 93 |
|