WealthStone’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $335K | Buy |
3,924
+1,073
| +38% | +$91.6K | 0.12% | 132 |
|
|
2020
Q4 | $269K | Sell |
2,851
-81
| -3% | -$7.64K | 0.1% | 156 |
|
|
2020
Q3 | $255K | Buy |
2,932
+466
| +19% | +$40.5K | 0.12% | 124 |
|
|
2020
Q2 | $215K | Buy |
+2,466
| New | +$215K | 0.1% | 147 |
|
|
2019
Q3 | – | Sell |
-8,895
| Closed | -$812K | – | 439 |
|
|
2019
Q2 | $812K | Buy |
+8,895
| New | +$812K | 0.36% | 56 |
|