WealthPLAN Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,099
| Closed | -$111K | – | 855 |
|
|
2023
Q2 | $111K | Hold |
1,099
| – | – | 0.02% | 381 |
|
|
2023
Q1 | $101K | Buy |
+1,099
| New | +$101K | 0.01% | 423 |
|
|
2017
Q2 | – | Sell |
-167
| Closed | -$11.1K | – | 341 |
|
|
2017
Q1 | $11.1K | Buy |
+167
| New | +$11.1K | 0.04% | 256 |
|
|
2016
Q3 | $61.3K | Sell |
868
-505
| -37% | -$35.7K | 0.02% | 304 |
|
|
2016
Q2 | $50.8K | Buy |
+1,373
| New | +$50.8K | 0.01% | 922 |
|
|
2015
Q4 | $22K | Buy |
+1,603
| New | +$22K | ﹤0.01% | 887 |
|
|
2015
Q2 | $20K | Hold |
223
| – | – | 0.01% | 254 |
|
|
2015
Q1 | $20K | Buy |
+223
| New | +$20K | 0.01% | 318 |
|