Worth Asset Management’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 |
-672
| Closed | -$67.8K | – | 301 |
|
|
2023
Q2 | $67.8K | Buy |
672
+170
| +34% | +$17.2K | 0.05% | 165 |
|
|
2023
Q1 | $46.2K | Buy |
502
+402
| +402% | +$37K | 0.04% | 186 |
|
|
2022
Q4 | $9.07K | Hold |
100
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $9K | Buy |
+100
| New | +$9K | 0.01% | 357 |
|