TrueWealth LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $33K | Sell |
373
-99
| -21% | -$8.76K | 0.01% | 319 |
|
|
2020
Q1 | $39K | Sell |
472
-250
| -35% | -$20.7K | 0.02% | 278 |
|
|
2019
Q4 | $68K | Hold |
722
| – | – | 0.03% | 238 |
|
|
2019
Q3 | $63K | Hold |
722
| – | – | 0.03% | 241 |
|
|
2019
Q2 | $66K | Sell |
722
-84
| -10% | -$7.68K | 0.03% | 236 |
|
|
2019
Q1 | $69K | Hold |
806
| – | – | 0.03% | 231 |
|
|
2018
Q4 | $62K | Hold |
806
| – | – | 0.03% | 227 |
|
|
2018
Q3 | $62K | Buy |
806
+35
| +5% | +$2.69K | 0.03% | 245 |
|
|
2018
Q2 | $52K | Hold |
771
| – | – | 0.02% | 262 |
|
|
2018
Q1 | $56K | Hold |
771
| – | – | 0.03% | 248 |
|
|
2017
Q4 | $58K | Buy |
+771
| New | +$58K | 0.03% | 269 |
|