WealthSpring 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
$271K Hold
2,656
0.2% 59
2023
Q2
$268K Sell
2,656
-236
-8% -$23.8K 0.19% 59
2023
Q1
$266K Sell
2,892
-98
-3% -$9.02K 0.21% 60
2022
Q4
$271K Sell
2,990
-500
-14% -$45.4K 0.21% 63
2022
Q3
$265K Buy
+3,490
New +$265K 0.23% 64