TFS
TrustCore Financial Services’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $240K | Hold |
2,650
| – | – | 0.02% | 248 |
|
|
2022
Q3 | $201K | Sell |
2,650
-138
| -5% | -$10.5K | 0.02% | 265 |
|
|
2022
Q2 | $236K | Buy |
2,788
+138
| +5% | +$11.7K | 0.02% | 241 |
|
|
2022
Q1 | $233K | Buy |
2,650
+750
| +39% | +$65.9K | 0.02% | 261 |
|
|
2021
Q4 | $166K | Sell |
1,900
-100
| -5% | -$8.74K | 0.02% | 267 |
|
|
2021
Q3 | $164K | Sell |
2,000
-3
| -0.1% | -$246 | 0.02% | 290 |
|
|
2021
Q2 | $183K | Sell |
2,003
-297
| -13% | -$27.1K | 0.02% | 273 |
|
|
2021
Q1 | $197K | Buy |
2,300
+241
| +12% | +$20.6K | 0.02% | 257 |
|
|
2020
Q4 | $194K | Buy |
2,059
+259
| +14% | +$24.4K | 0.02% | 247 |
|
|
2020
Q3 | $157K | Hold |
1,800
| – | – | 0.02% | 251 |
|
|
2020
Q2 | $157K | Hold |
1,800
| – | – | 0.03% | 246 |
|
|
2020
Q1 | $148K | Hold |
1,800
| – | – | 0.03% | 221 |
|
|
2019
Q4 | $170K | Sell |
1,800
-205
| -10% | -$19.4K | 0.03% | 228 |
|
|
2019
Q3 | $174K | Sell |
2,005
-13
| -0.6% | -$1.13K | 0.04% | 216 |
|
|
2019
Q2 | $184K | Buy |
2,018
+280
| +16% | +$25.5K | 0.04% | 202 |
|
|
2019
Q1 | $167K | Buy |
1,738
+158
| +10% | +$15.2K | 0.05% | 165 |
|
|
2018
Q4 | $136K | Sell |
1,580
-647
| -29% | -$55.7K | 0.08% | 82 |
|
|
2018
Q3 | $192K | Sell |
2,227
-120
| -5% | -$10.3K | 0.06% | 155 |
|
|
2018
Q2 | $177K | Buy |
2,347
+171
| +8% | +$12.9K | 0.06% | 151 |
|
|
2018
Q1 | $176K | Buy |
2,176
+50
| +2% | +$4.04K | 0.07% | 142 |
|
|
2017
Q4 | $178K | Buy |
+2,126
| New | +$178K | 0.07% | 141 |
|