Tyler-Stone Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$42.6K | – | 696 |
|
|
2024
Q2 | $42.6K | Sell |
400
-20
| -5% | -$2.13K | 0.02% | 393 |
|
|
2024
Q1 | $40.6K | Hold |
420
| – | – | 0.02% | 390 |
|
|
2023
Q4 | $42.4K | Hold |
420
| – | – | 0.02% | 373 |
|
|
2023
Q3 | $43K | Hold |
420
| – | – | 0.02% | 360 |
|
|
2023
Q2 | $42K | Buy |
+420
| New | +$42K | 0.02% | 363 |
|
|
2022
Q4 | $38K | Hold |
420
| – | – | 0.03% | 351 |
|
|
2022
Q3 | $32K | Hold |
420
| – | – | 0.02% | 359 |
|
|
2022
Q2 | $36K | Sell |
420
-42
| -9% | -$3.6K | 0.02% | 363 |
|
|
2022
Q1 | $41K | Buy |
462
+20
| +5% | +$1.78K | 0.02% | 364 |
|
|
2021
Q4 | $39K | Buy |
+442
| New | +$39K | 0.02% | 394 |
|