Wagner Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-210
| Closed | -$18K | – | 710 |
|
|
2021
Q1 | $18K | Buy |
+210
| New | +$18K | 0.01% | 376 |
|
|
2018
Q3 | $10K | Buy |
135
+78
| +137% | +$5.78K | 0.01% | 422 |
|
|
2018
Q2 | $4K | Sell |
57
-123
| -68% | -$8.63K | ﹤0.01% | 477 |
|
|
2018
Q1 | $13K | Buy |
180
+11
| +7% | +$794 | 0.01% | 344 |
|
|
2017
Q4 | $21K | Buy |
+169
| New | +$21K | 0.02% | 300 |
|