JFS WEALTH ADVISORS, LLC – Novartis AG Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$184,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-10.08%
quarter
Novartis AG 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.31% | 100 shares | -12K | $76.01 | 2.41K |
| Q2 2022 | share | Decrease | -10.91% | -284 shares | -32K | $84.53 | 2.31K |
| Q1 2022 | share | Decrease | -10.76% | -314 shares | -27K | $87.75 | 2.60K |
| Q4 2021 | share | Decrease | -2.47% | -74 shares | 10K | $87.46 | 2.91K |
| Q3 2021 | share | Increase | +58.17% | 1.1K shares | 72K | $81.78 | 2.99K |
| Q2 2021 | share | Increase | +7.93% | 139 shares | 23K | $91.24 | 1.89K |
| Q1 2021 | share | Increase | +28.16% | 385 shares | 21K | $85.48 | 1.75K |
| Q4 2020 | share | Increase | +101.03% | 687 shares | 70K | $90.76 | 1.36K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $83.58 | 680 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $83.94 | 680 | |
| Q1 2020 | share | 0.00% | 0 shares | -8K | $79.24 | 680 | |
| Q4 2019 | share | 0.00% | 0 shares | 5K | $87.81 | 680 | |
| Q3 2019 | share | 0.00% | 0 shares | -3K | $80.59 | 680 | |
| Q2 2019 | share | 0.00% | 0 shares | -3K | $84.68 | 680 | |
| Q1 2019 | share | 0.00% | 0 shares | 7K | $89.16 | 680 | |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $77.1 | 680 | |
| Q3 2018 | share | 0.00% | 0 shares | 8K | $77.42 | 680 | |
| Q2 2018 | share | Decrease | -3.00% | -21 shares | -6K | $67.88 | 680 |
| Q1 2018 | share | 0.00% | 0 shares | -2K | $72.65 | 701 | |
| Q4 2017 | share | Increase | +16.83% | 101 shares | 7K | $72.78 | 701 |
| Q3 2017 | share | 0.00% | 0 shares | 2K | $74.42 | 600 | |
| Q2 2017 | share | 0.00% | 0 shares | 6K | $72.36 | 600 | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $64.38 | 600 | |
| Q4 2016 | share | 0.00% | 0 shares | -3K | $60.96 | 600 | |
| Q3 2016 | share | 0.00% | 0 shares | -3K | $66.08 | 600 | |
| Q2 2016 | share | 0.00% | 0 shares | 7K | $69.05 | 600 | |
| Q1 2016 | share | Decrease | -98.13% | -31.50K shares | -2.71M | $60.62 | 600 |