Tilia Fiduciary Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-869
| Closed | -$87.7K | – | 347 |
|
|
2023
Q2 | $87.7K | Hold |
869
| – | – | 0.08% | 145 |
|
|
2023
Q1 | $79.9K | Hold |
869
| – | – | 0.08% | 162 |
|
|
2022
Q4 | $78.8K | Sell |
869
-200
| -19% | -$18.1K | 0.08% | 159 |
|
|
2022
Q3 | $81K | Sell |
1,069
-25
| -2% | -$1.89K | 0.08% | 151 |
|
|
2022
Q2 | $92K | Buy |
1,094
+225
| +26% | +$18.9K | 0.09% | 146 |
|
|
2022
Q1 | $76K | Hold |
869
| – | – | 0.06% | 179 |
|
|
2021
Q4 | $76K | Buy |
+869
| New | +$76K | 0.06% | 183 |
|