WR Wealth Planners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.26K | Buy |
54
+3
| +6% | +$292 | ﹤0.01% | 691 |
|
|
2024
Q3 | $5.87K | Sell |
51
-16
| -24% | -$1.84K | ﹤0.01% | 715 |
|
|
2024
Q2 | $7.13K | Sell |
67
-149
| -69% | -$15.9K | ﹤0.01% | 657 |
|
|
2024
Q1 | $20.9K | Buy |
+216
| New | +$20.9K | 0.01% | 443 |
|
|
2023
Q4 | – | Sell |
-82
| Closed | -$8.35K | – | 627 |
|
|
2023
Q3 | $8.35K | Sell |
82
-8
| -9% | -$815 | ﹤0.01% | 606 |
|
|
2023
Q2 | $9.08K | Hold |
90
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $8.28K | Buy |
+90
| New | +$8.28K | ﹤0.01% | 597 |
|
|
2022
Q4 | – | Sell |
-219
| Closed | -$16.6K | – | 530 |
|
|
2022
Q3 | $16.6K | Hold |
219
| – | – | 0.01% | 216 |
|
|
2022
Q2 | $18.5K | Hold |
219
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $19.2K | Buy |
+219
| New | +$19.2K | 0.01% | 235 |
|