VisionPoint Advisory Group’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 |
-59
| Closed | -$6.28K | – | 604 |
|
|
2024
Q2 | $6.28K | Hold |
59
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $5.71K | Hold |
59
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $5.96K | Buy |
+59
| New | +$5.96K | ﹤0.01% | 469 |
|
|
2020
Q2 | – | Sell |
-2,509
| Closed | -$207K | – | 128 |
|
|
2020
Q1 | $207K | Buy |
+2,509
| New | +$207K | 0.1% | 108 |
|
|
2019
Q3 | – | Sell |
-2,856
| Closed | -$261K | – | 138 |
|
|
2019
Q2 | $261K | Sell |
2,856
-42
| -1% | -$3.84K | 0.08% | 108 |
|
|
2019
Q1 | $250K | Buy |
+2,898
| New | +$250K | 0.07% | 112 |
|