PHYSICIAN WEALTH ADVISORS, INC. – Novartis AG Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$223,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. 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 | 0.00% | 0 shares | -24K | $76.01 | 2.88K | |
| Q2 2022 | share | Decrease | -4.92% | -149 shares | -20K | $84.53 | 2.88K |
| Q1 2022 | share | Decrease | -3.47% | -109 shares | -13K | $87.75 | 3.02K |
| Q4 2021 | share | Decrease | -14.15% | -517 shares | -25K | $87.46 | 3.13K |
| Q3 2021 | share | Decrease | -9.55% | -386 shares | -63K | $81.78 | 3.65K |
| Q2 2021 | share | Decrease | -0.22% | -9 shares | 15K | $91.24 | 4.04K |
| Q1 2021 | share | Increase | +2.56% | 101 shares | 0 | $85.48 | 4.05K |
| Q4 2020 | share | Decrease | -5.12% | -213 shares | 21K | $90.76 | 3.94K |
| Q3 2020 | share | Increase | +1.12% | 46 shares | -7K | $83.58 | 4.16K |
| Q2 2020 | share | Increase | +2.24% | 90 shares | -16K | $83.94 | 4.11K |
| Q1 2020 | share | Decrease | -1.23% | -50 shares | -27K | $79.24 | 4.02K |
| Q4 2019 | share | Increase | +5.51% | 213 shares | 29K | $87.81 | 4.07K |
| Q3 2019 | share | Increase | 0.00% | 3.86K shares | 353K | $80.59 | 3.86K |