Number of Shares
36,689.00
Current Holdings Value*
CHF4.08 Mil
% of Portfolio
1.32%
Total Estimate Gain
CHF248,656.14
% of Total Estimate Gain
3.81%

NYLI VP Income Builder Portfolio's Novartis AG Holding Summary

As of 2025-03-31, NYLI VP Income Builder Portfolio held 36,689.00 shares of Novartis AG(XSWX:NOVN), totaling CHF4.08 Mil. This investment constitutes 1.32% of their stock portfolio, and NYLI VP Income Builder Portfolio now holds 0% of the outstanding Novartis AG(XSWX:NOVN) stock.

The initial trade took place in 2019Q3. And since then NYLI VP Income Builder Portfolio has made 4 purchases of XSWX:NOVN, at an average price of CHF86.11, for a total of 75,803.00 shares. In addition, there have been 15 sales at an average price of CHF82.98 for 39,114.00 shares. Based on historical transaction data and XSWX:NOVN's current price of CHF96.23, NYLI VP Income Builder Portfolio's estimated gain on his XSWX:NOVN holdings is CHF248,656.14, reflecting a 3.81% gain to date.

NYLI VP Income Builder Portfolio XSWX:NOVN (CHF96.23) Holding Chart

NYLI VP Income Builder Portfolio XSWX:NOVN (CHF96.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price CHF-/Share
Shares Sold 0 Average Price CHF-/Share
Current Price CHF0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1